Content provided by Paula Wieck, CLS Portfolio Manager Back in May, the McKinsey Global Institute published a report, Diminishing Returns: Why Investors May Need to Lower Their Expectations. The title is self-explanatory. In essence, the report states circumstances of the last 30 years produced returns in both stocks and bonds that were above the long-term… Continue reading Lackluster Market Returns and the Growing Responsibility of the Individual Investor
Category: Investing
#1 App – Fad or Fiction?
Content provided by Kostya Etus, CLS Portfolio Manager You knew this was coming sooner or later, and who better to report on it than the resident gamer himself (which is me if you were not sure). The Pokémon Go app has been #1 on the Apple App Store since launch on July 6th. It has… Continue reading #1 App – Fad or Fiction?
Adding Alpha to Income
Content provided by Josh Jenkins, CFA, CLS Portfolio Manager Income investors have struggled to find yield since the financial crisis when the Federal Reserve (Fed) instituted a zero interest-rate policy. Even the move by the Fed last December to raise the benchmark rate for the first time in seven years has offered no relief. In… Continue reading Adding Alpha to Income
Mind the Gap
Content provided by Case Eichenberger, CIMA, CLS Client Portfolio Manager As I write this, markets are reaching new highs again in the U.S., which is great news for investors who were able to put emotions aside the last year and stay invested. Easier said than done. At CLS, we routinely see clients trying to time… Continue reading Mind the Gap
Will Someone Remake “Marty?” Millennials at Home: Part 2
Content provided by Scott Kubie, CFA, CLS Chief Strategist As discussed in Part 1, economic concerns have swung the number of young adults choosing to remain at home to high levels. While the charts in the previous section show the peak in 1960 was abnormal, so are today’s low levels. The low percentage of young… Continue reading Will Someone Remake “Marty?” Millennials at Home: Part 2
Have a Nice Day at Work, Son! Millennials at Home: Part 1
Content provided by Scott Kubie, CFA, CLS Chief Strategist The 1955 Academy Award for Best Picture went to “Marty,” a film about a 34-year old, socially awkward butcher who lives with his mother. Unlike in 1955, Marty living with his parents wouldn’t seem very strange today. According to analysis released by the Pew Research Center,… Continue reading Have a Nice Day at Work, Son! Millennials at Home: Part 1
Don’t Get Lost in the Crowd
Content provided by Kostya Etus, CLS Portfolio Manager In case you weren’t aware, the College World Series (CWS) graces Omaha this time of year and visitors come from all over the country to experience this great event. Omaha does not host too many of these large events therefore hotels are booked to max capacity and… Continue reading Don’t Get Lost in the Crowd
Brexit: Follow the Saying and Keep Calm….
Content provided by Scott Kubie, CFA, CLS Chief Strategist and Rusty Vanneman, CFA, CLS Chief Investment Officer British voters elected to leave the European Union (EU) yesterday. At market open, investors reacted swiftly to the news, pushing global markets sharply lower. The news came as a surprise. Betting markets and financial markets had moved in… Continue reading Brexit: Follow the Saying and Keep Calm….
The Dos and Don’ts of Saving for Retirement
Content provided by Kostya Etus, CFA, CLS Portfolio Manager There have been numerous studies about the dismal savings rates of Americans. One recent survey* found that a third of the population has no retirement savings at all and a majority are significantly behind on their savings. Millennials are causing the most alarm as they will… Continue reading The Dos and Don’ts of Saving for Retirement
The Importance of Tax Management
Content provided by Grant Engelbart, CFA, CLS Portfolio Manager Managing portfolios for tax sensitivity is an often overlooked area of investment management, however this time of year, more than the rest, investors definitely seem to tend to notice if their portfolio was not managed with regards to taxes. Many holders of traditional mutual funds received… Continue reading The Importance of Tax Management