Category: Investing

390 posts categorized as "Investing"

What to Talk About with Clients During National College Savings Month

September 17, 2020

If you’re a financial advisor serving young families, you need to talk about education expenses. Here’s what to say during National College Savings Month.

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Berkshire Season Begins

March 3, 2020

Berkshire Hathaway Annual Shareholder Letter  I’m delighted to say that the (very) unofficial start of spring was this weekend. Warren Buffett’s annual shareholder letter was released, and that starts the countdown to the annual shareholder meeting in early May. Since 1965, many of Buffett’s quips, quirks, advice and insights have come from these letters. While…

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Top Five Blogs of 2019

February 10, 2020

By Kostya Etus, CFA, Co-Director of Research and Senior Portfolio Manager Did you know we regularly publish articles on Here are the top five most-read blogs posted by our team in 2019. Looking over them provides some insight into our thinking over the last year.  No. 5 ETF Trends: CLS Investments’ ETF Dashboard by…

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2020 Market Forecast: The Best Laid Plans

January 27, 2020

By Marc Pfeffer, Chief Investment Officer As we saw coming into 2019, the best laid plans generally miss the mark when predicting markets. This is one reason the individual investing experience of many investors lags the market by so much. Forecasting is a tough business. But investment planning doesn’t need to be.   Stock Market Outlook…

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You May Be Taking More Portfolio Risk Than You Think

December 9, 2019

By Rusty Vanneman, CFA, CMT – Chief Investment Officer, Orion Risk can be defined in different ways, but the ultimate risk is not meeting one’s investment objectives. The biggest reason investors do not meet their goals is an inability to stick with an appropriate investment plan. There are two primary reasons investors get off course….

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Are You Afraid of Dark Headlines?: Being Too Scared Can Harm Your Investment Returns

October 31, 2019
Being Too Scared Can Harm Your Investment Returns

While being informed is a good thing, we address, in the spirit of Halloween, why investors need to be wary about how they react to headlines and why there is no need to be scared for their investment returns.

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Cumulative Returns and the Power of Compounding

September 10, 2019

By Kostya Etus, CFA, Senior Portfolio Manager In performance reports, time periods over one year are often annualized. Annualized returns may seem small, but compounded over a long period, they result in significant cumulative returns. As returns get higher and the time period stretches, small differences begin to have a more exponential impact. But it…

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How to Perfectly and Ruthlessly Ruin Your Investment Portfolio

September 4, 2019

By Jeovany Zelaya, Client Portfolio Manager I’d like to give you a FREE step-by-step guide on how to fabulously and ridiculously end up with as little money as possible when it comes to your investment portfolio and, along the way, end up hating yourself. Ready!? Let’s go! 1. Don’t save anything at all. Spend everything…

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Is Weather Affecting My Portfolio?

July 31, 2019

Content provided by Michael Hadden, Investment Research Analyst There are numerous factors that affect market prices: economic cycles, interest rates, demographic trends, even the Twitter activity of a particular account, just to name a few. With so many factors to consider when evaluating an investment, the last thing investors want to hear is that something…

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In Our Current Volatile Market, Hold On for One More Day

July 24, 2019

From Y2K to 9/11 to the European debt crisis to Brexit, there will always be reasons not to invest in the stock market.  The latest reason? An ongoing trade dispute between the world’s two largest economies, China and the United States. After the U.S. announced expanded tariffs on Chinese goods, and China has responded in…

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