Category: Investing
390 posts categorized as "Investing"
Valuations Matter
August 4, 2014
Content Provided by Paula Wieck, CLS Manager of Investment Research Below is a chart showing the Shiller’s CAPE (or cynically adjusted price-to-earnings) ratio levels and corresponding market returns. The green bars represent the cheapest/lowest CAPE ratio whereas the dark blue represents the most expensive/highest CAPE ratio. As a reminder, the CAPE ratio is a smoothed…
Why Use Fundamentally-Weighted Indexes?
July 29, 2014
Content provided by Rusty Vanneman, CLS Chief Investment Officer What is the difference between a “capitalization-weighted” market index and a “fundamentally-weighted” index? Okay, maybe this question isn’t the top question on most ETF investors’ minds, but I believe in the years ahead, more and more ETF investors will ask this very question. First things first,…
I Did It! What Do I Do Now?
July 10, 2014
Content provided by J.J. Schenkelberg, CLS Senior Portfolio Manager Have you ever set a goal? Something you strived for that required time, patience and hard work to achieve. Maybe it was completing an educational degree, passing a test, running a race, losing weight, or something as simple as waking up a little earlier. Easier said…
How to Build Trust
June 27, 2014
Content provided by Sierra Morris, CLS Junior Investment Research Analyst I think we can all agree that trust in financial professionals was tarnished following the crisis in 2008, and still has not been fully recovered. You can see and hear it anywhere – from Occupy Wall Street to your neighbor who talks about how they…
The Benefits of a Transfer on Death Account
June 25, 2014
Content provided by Nate Wattier, CLS Client Services Manager Earlier this year, I walked a bereaved daughter through the frustrating task of setting up an estate account for a small, individually registered account which had been set up years ago by her recently-deceased mother. Not only was this poor woman coping with the death of…
How to Use the News
June 17, 2014
Content provided by Rusty Vanneman, CLS Chief Investment Officer A lot of information flows across investors’ screens these days, more information than ever before. This is the case for both individual and professional investors. Just how much of this information is important though? How much is just trivia and filler? How much of it is…
The Velocity of Money
June 16, 2014
Content provided by Scott Kubie, CLS Chief Investment Strategist With all the effort central banks have made to revive economic growth, why hasn’t it increased? While not the culprit, the velocity of money is the statistic that shows why the efforts aren’t being met with proportionate success. According to Investopedia, the velocity of money measures is,…
The Long and Short of It
June 6, 2014
Content provided by Grant Engelbart, CLS Portfolio Manager The world of alternative investments is vast, and often times a little blurry. A good place to start when thinking about alternatives is a fairly simple idea – buy stocks you like, sell stocks you don’t. This is the general premise for a long/short strategy. Since, in…
Market Return Indicators
June 5, 2014
Content provided by J.J. Schenkelberg, CFA, Senior Portfolio Manager How to predict market returns. That is the magic formula that investors have been seeking since the beginning of investment time. While there are dozens of factors that could be used, the three predominant factors that are widely accepted throughout the investment world include: 1. Earnings…
Q&A with CLS Chief Investment Officer, Rusty Vanneman
May 28, 2014
CLS’s Chief Investment Officer, Rusty Vanneman discusses two important studies recently released from Dalbar and Vanguard.