Category: Investing
390 posts categorized as "Investing"
Emerging Market Divergence
July 8, 2015
Content provided by Sierra Morris-Fuchs, CLS Investment Research Analyst Emerging markets have shown favorable valuations and stronger global growth prospects recently, which have presented intriguing opportunities. But lumping these markets together as a single country or region can be quite deceiving. Instead, the emerging markets should be analyzed individually because their characteristics vary widely —…
The Other 40 Act Fund
July 2, 2015
Content provided by Joshua Jenkins, CLS Associate Portfolio Manager The ETF industry spends a substantial amount of time educating investors on the relative merits of the Exchange Traded Fund (ETF) structure. In doing so, a comparison is typically made to a close relative, the open-end mutual fund. There is, however, another investment vehicle defined by…
Are You Loss Averse?
June 30, 2015
Content provided by Paula Wieck, CLS Manager of Investment Research/Portfolio Manager Ever go to a movie only to realize pretty quickly that it’s not going to be any good, but yet you stay and watch it anyway? In retrospect, you wish you would have left the theatre. Wasn’t it bad enough you wasted your money, but…
What’s in a Name: Exchange Traded Funds (ETFs)
June 26, 2015
Content provided by Case Eichenberger, CLS Client Portfolio Manager CLS is known in the financial industry as an experienced ETF strategist. We utilize these versatile investment tools every day. From trading to selecting and everything in between, ETFs are our specialty. We have written several helpful articles on the general nature of ETFs that can…
First Take on Fed’s June Meeting
June 24, 2015
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager Round one of Federal Open Market Committee (FOMC) communication delivered mixed messages to markets, as expected. The FOMC statement was upgraded to acknowledge better data, while movements in the “dots” (assessments of appropriate monetary policy) implied a slightly more accommodative fed funds rate path. The communication released…
The 13-Year-Old Investor
June 22, 2015
Content provided by Robyn Murray, Freelance Writer When Grant Engelbart was 13 years old, he invested in his first mutual fund. He’d saved up his Christmas money every year until he had $500 – the minimum needed to purchase the fund. “I remember that distinctly,” Engelbart says, as he rattles off the fund’s ticker number….
Time Investments
June 17, 2015
Content provided by Sierra Morris-Fuchs, CLS Investment Research Analyst Figuring out how to spend your money can be difficult. If you are like me, even a decision as simple as where to go for dinner can turn into a lengthy quest of nearby restaurants, researching menus for plates and prices, and making a persuasive argument…
The Risks in Income Investing
June 11, 2015
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer In recent years, given how low interest rates have been, there has been an increased appetite for income-oriented portfolios. CLS, in fact, has several income-oriented strategies, including a new one to be launched in June. We believe these actively risk-managed portfolios make sense for the…
To-Do Lists and Retirement
June 8, 2015
Content provided by Kostya Etus, CLS Associate Portfolio Manager Do you make “to-do” lists? I use them all the time. I use them at work nearly every day to help prioritize my tasks. I also use them at home to make sure chores get done. It is a great way to lighten the…
Investing Utensils
May 27, 2015
Content provided by Grant Engelbart, CFA, CLS Portfolio Manager, I love to eat. Problem is I’m really not any good at it. I make a terrible mess, and in any kind of important setting, I ensure I order something that can be consumed with a fork. I can’t imagine trying to eat anything without utensils….