Category: Investing
390 posts categorized as "Investing"
Index Universe Introduces ETF Awards
January 21, 2014
Leading online ETF publication, IndexUniverse, has a 14 year track record in covering product and market activity related to ETFs, indexes, and index funds. In the ever-growing ETF environment, IndexUniverse created 23 awards “designed to recognize the people, companies and products that are moving the industry forward and helping to create better outcomes for investors.”…
Returns Distributions
January 17, 2014
Content provided by Scott Kubie, CLS Chief Strategist Predicting the stock market’s return is hard. I don’t remember a lot of people predicting an up 30 percent for the market last year. In fact, during this time of the year, the only thing more certain than people rapidly breaking New Year’s resolutions is stock market…
2014 Resolutions
January 15, 2014
Content Provided by Sierra Morris, CLS Junior Investment Research Analyst Now that it is January, a lot of people are focusing on what they would like to change about themselves over the course of the year. I’ve never participated in ‘New Year – New You’ goals in the past, but I made a resolution to…
Remain Optimistic
January 10, 2014
Content provided by Marc Pfeffer, CLS Portfolio Manager According to Wikipedia, “Optimism is a mental attitude or world view that interprets situations and events as being best (optimized), meaning that in some way for factors that may not be fully comprehended, the present moment is in an optimum state.” The broad concept goes on further…
Don’t Panic! Stay Disciplined
January 3, 2014
Content provided Paula Wieck, CLS Portfolio Manager For readers who have been following my blogs, you may recall that I was recently staying with my in-laws for several months while our new home was being built. Finally, after over three months, we have moved into our new house. My husband and our three girls have…
The Importance of Accessibility
January 2, 2014
Content provided by Case Eichenberger, CLS Internal Wholesaler I hit the road this last week to work with, and meet, some of our advisors in the southeast. One of the points I picked up on and that came up in each meeting was: How accessible is your company to help me? What can your firm…
Fixed Income for Higher Rates
December 31, 2013
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager Now that the Federal Reserve has begun to taper, investors are looking for ways to invest in fixed income without losing money. That is nearly impossible, unless you are in a money market fund which yields next to nothing. However, there are several fixed income investments…
Make the Better Decision
December 30, 2013
Content provided by Rusty Vanneman, CLS Chief Investment Officer Economist Robert Shiller has been an influential thought leader in the financial industry for some time now. His recent Nobel Prize win was well-deserved and will only help broadcast his thought-provoking messages to a larger audience. Recently, Shiller was speaking at a conference and made some…
Get Real
December 18, 2013
Content provided by Grant Engelbart, CLS Portfolio Manager Real assets are generally defined as “physical or tangible assets that have value due to their substance and properties,” which may include commodities, real estate, and land. Real assets can be produced and/or sold by a variety of companies such as natural resource and real estate companies….
Q & A with CLS Portfolio Managers
December 13, 2013
What particular client is a fit for CLS’s Master Manager, and when they are a fit, how do we balance in our ETF expertise with other separate account securities like common stocks and individual bonds? J.J. Schenkelberg, CFA, CLS Master Manager Portfolio Manager A master manager client is someone who has an account over $500,000,…