Content provided by Josh Jenkins, CLS Research/Portfolio Analyst One of our primary investment themes at CLS, as we entered 2013, was a focus on quality within the portfolios. The thought was that companies with stable earnings and strong balance sheets should do well in a slow growth and potentially high interest rate environment. Fast forward… Continue reading Invest in Quality
Category: Investing
Q & A with CLS Portfolio Managers
Interest rate risk is a concern for investors, what is CLS doing to manage this risk? Rusty Vanneman, CFA We entered the year concerned about interest rate risk. We have done a few things about it. First, one of our investment themes is “Creative Diversification.” This means that we are expanding the ways we can… Continue reading Q & A with CLS Portfolio Managers
Prepare for the Unexpected
Content provided by Ritchie Brown, CLS Director of Trading Nothing ever seems to stay the same, but making changes proves to be very difficult. Sometimes being reactive and letting the changes come to you is the easy road. Trying to be proactive and get ahead of the curve can be very difficult. In the… Continue reading Prepare for the Unexpected
Is Focusing on Bank Savings Failing Long-term Investors?
Content provided by Michele Prell, New Business Manager A recent survey done by Bankrate.com showed that 26 percent of Americans feel that the money they invest that won’t be needed for 10 or more years would be better served placed in cash. Only 14 percent believe that long term investments in the stock market would… Continue reading Is Focusing on Bank Savings Failing Long-term Investors?
Expectations from the Fed Meeting
Content provided by Matt Santini, CLS Portfolio Manager One of the most commonly fielded questions as a portfolio manager is the classic, “What are you watching?” This is indicative of sideline money, nerves, and just simple opinion missions. When a domestic market is experiencing such robust gains, the questions tend to have a pessimistic undertone.… Continue reading Expectations from the Fed Meeting
Looking for Protein in the Market
Content provided by Sierra Morris, CLS Research/Portfolio Analyst As a vegetarian, I frequently get asked, “How do you get enough protein?” The answer is simply that I make a conscious effort to eat a variety of the large number of meat alternatives on the market. These range from beans to certain vegetables and also fake… Continue reading Looking for Protein in the Market
Attention Do-it-Yourself’ers
Content provided by Rusty Vanneman, CLS Chief Investment Officer Many “do-it-yourself” investors ask me for market tips. My number one tip? Get an advisor. Bottom line, advisors help investors reach their financial goals. First, they help investors have a plan. Second, they help investors save more. In a recent Wall Street Journal article, a study… Continue reading Attention Do-it-Yourself’ers
Q & A with CLS Portfolio Managers
What impact may the situation in Syria have on the U.S. markets? Rusty Vanneman, CFA “Generally speaking, our decision-making revolves around relative valuations instead of headlines. There may be some short-term downside volatility in the stock market, but that will likely create some opportunities to take advantage of.” Paula Wieck “I look at it… Continue reading Q & A with CLS Portfolio Managers
International on its Way Up
Content provided by Rui Wang, CLS Research/Portfolio Analyst Investors are always looking for a deal, or the best value available. This is the key to being a successful investor, and is also the most challenging element to investing. CLS feels that international emerging markets are poised for a take-off and are one of the best… Continue reading International on its Way Up
Sgt. Pepper Yields
Content provided by Matt Santini, CLS Portfolio Manager Yields are hot, hot, hot! The opening line of Paul McCartney’s 1967 hit for the Beatles, “Sgt. Pepper’s Lonely Hearts Club Band,” chants something about “20 years ago today.” Well almost 20 years ago, bond investors were feeling the same effects from a volatile rates market.… Continue reading Sgt. Pepper Yields