Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager My family and I recently returned from vacation in Yellowstone National Park. An amazing place if you’ve never been. We hiked many beautiful trails – one (pictured below) took us across the plains and around a bend where we entered a deep valley carved by… Continue reading There May Be Bears In The Woods…
Category: Investing
GREK: A Case Study for Price Discovery in ETFs
Content provided by Josh Jenkins, CFA, CLS Associate Portfolio Manager I frequently see commentary in the financial media warning about exchange-traded fund (ETF) liquidity. One major fear is if an ETF’s underlying securities stopped trading, the ETF could cease to function correctly. The risk, some argue, is large premiums or discounts could arise, which would… Continue reading GREK: A Case Study for Price Discovery in ETFs
Best Execution
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager Best execution, put simply, is an advisor’s obligation to get optimal results for client transactions. Although not defined in securities law, industry professional groups, such as U.S. Compliance Consultants, have defined “best execution” to include “execut[ing] securities transactions for clients in such a manner that the… Continue reading Best Execution
Oil is Down, Why Aren’t Gas Prices?
Content provided by Case Eichenberger, CLS Client Portfolio Manager Energy and oil funds have been volatile this year (to say the least), a trend that’s continued since the second half of 2014. Take a look at the chart below from January 9, 2015 to August 19, 2015, and you’ll see some bumpy rides for investors… Continue reading Oil is Down, Why Aren’t Gas Prices?
Budgeting and Retirement
Content provided by Kostya Etus, CLS Associate Portfolio Manager Retirement marks the beginning of a permanent vacation. Something very near and dear to most people’s hearts. Although I know there are some out there who want to work until they aren’t able, the majority of us want to retire early. What many don’t realize, however,… Continue reading Budgeting and Retirement
All’s Well That Ends Well
Content provided by Robyn Murray, Freelance Writer Kostya Etus, age 7, pictured in Russia two years before he immigrated to the U.S. Kostya Etus grew up in Soviet Russia – in Novosibirsk, an industrial city set on the banks of the Ob River. When he was nine, he and his family left for the United… Continue reading All’s Well That Ends Well
Grexhausting
Content provided by Grant Engelbart, CFA, CLS Portfolio Manager As the market has seemingly put the Greek crisis behind it for a couple of weeks, I might as well bring it back up! The media certainly hasn’t let it go. Financial news is still enamored with Greece. The country, whose economy is the size of… Continue reading Grexhausting
The First Step to Financial Success
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager For the past several years, I have taught high school students at an investment camp hosted by the University of Nebraska at Omaha. Each year I am impressed by the interest these students show in their financial success. While the camp is free (UNO has… Continue reading The First Step to Financial Success
Market Horror Picture Show
By Kostya Etus, CLS Associate Portfolio Manager I love watching movies. It is one of my favorite things to do in my spare time. I really enjoy all types of movies, and I will give almost any film a chance except for one genre: horror. I find horror films typically do not have well-developed plots,… Continue reading Market Horror Picture Show
ETF Trends in the First Half of 2015
Content provided by Grant Engelbart, CFA, CLS Portfolio Manager How much have Exchange Traded Funds (ETFs) grown so far this year? The quick answer is “tons” (TONS, ironically, is the ticker symbol of the ETF launched this year with the lowest assets). So far this year, 112 exchange-traded products have been launched, on pace to… Continue reading ETF Trends in the First Half of 2015