Category: Investing

The Pros and Cons of Fixed Income ETFs

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Content provided by Marc Pfeffer, CLS Senior Portfolio Manager Currently, there are nearly 300 fixed income exchange traded funds (ETFs) in the marketplace. That is four times as many as in 2008. Demand continues to be strong for fixed income ETFs, and for some good reasons. The Pros: Liquidity, Diversity, Price, and Efficiency Fixed income… Continue reading The Pros and Cons of Fixed Income ETFs

Gold, Emotions, and Poor Behavior

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Content provided by Paula Wieck, CLS Portfolio Manager Gold is up about 20% so far this year. This is about the time when investors start asking if we have gold exposure in our portfolios. Whether we do or do not isn’t the point I want to drive home (we do have exposure to gold miners… Continue reading Gold, Emotions, and Poor Behavior

The Makings of a Good Smart Beta ETF

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Content provided by Joe Smith, CFA – CLS Senior Market Strategist Smart beta ETFs continue to be a popular topic in the investment industry. They’ve created excitement because they follow indexes that intentionally deviate from a market-cap-weighted index and have deep roots in academic and institutional investment circles. This provides opportunities for additional risk management… Continue reading The Makings of a Good Smart Beta ETF

Six-Putts, Statistics, and Investing

Content provided by Scott Kubie, CFA, CLS Chief Strategist Ernie Els, an accomplished golfer, six-putted the first green of the Masters Golf tournament in Augusta, Georgia. Of his six putts, five were within 3 feet of the hole. A Bloomberg article examined Els’s history-making putting performance and determined it should only happen once in 10,000,000… Continue reading Six-Putts, Statistics, and Investing

Adapt or Perish

Kevin, with his wife Lyndsay, are expecting a baby in June. Content provided by Robyn Murray, Freelance Writer Kevin Zlomke’s day begins at 7 a.m. with a simple routine. Sitting at his desk, coffee in hand, he sifts through pages of data – scrubbing funds, updating numbers, and making sure the previous day’s trades are… Continue reading Adapt or Perish