Category: Investing

Best Holiday Advice: Don’t Chase Performance

Content provided by Jackson Lee, Quantitative Investment Research Analyst Thanksgiving has always been one of my favorite holidays. Besides stuffing myself with seemingly bottomless turkey and desserts, I enjoy the tradition of reflecting on what we are grateful for and taking time to be with our loved ones. But if your family is like mine,… Continue reading Best Holiday Advice: Don’t Chase Performance

ETF Expense Ratios: More Than Meets the Eye

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Content provided by Grant Engelbart, CFA, CAIA, Portfolio Manager We’ve all got our pet peeves and soap boxes. For most people they have to do with human behavior. But for me, my biggest pet peeve is the constant attention to ETF expense ratios! The fee war has gotten out of control. I’m actually surprised there… Continue reading ETF Expense Ratios: More Than Meets the Eye

Five Reasons to Keep Expectations Low for Market Returns

Content provided by Kostya Etus, CFA, Portfolio Manager “The light that burns twice as bright burns half as long, and you have burned so very, very brightly, Roy.” – Eldon Tyrell, Blade Runner (1982) As regular readers of the CLS blog may know, I love watching movies. But, I am often disappointed with great movies… Continue reading Five Reasons to Keep Expectations Low for Market Returns

Having Regret Doesn’t Pay!

Businesswoman standing under the spotlight.

Content provided by Paula Wieck, CFA, Portfolio Manager In early October, it was announced that Richard Thaler, renowned economist and theorist in behavioral finance, was awarded 2017’s Nobel Prize in Economic Sciences. Thaler, amongst other behavioral economists, such as Daniel Kahneman and Amos Tversky, have made tremendous contributions to this field of science, which has… Continue reading Having Regret Doesn’t Pay!

Think Big by Going Small

Businessman in front of a bright lightbulb door

Content provided by Joe Smith, CFA, Senior Market Strategist Small-cap stocks have long offered investors opportunities to capture sizable gains either through index exposure or active management. The long-term excess return premium to small-caps has been well documented and exploited by investors for decades. This year, small-caps have generally lagged relative to the rest of… Continue reading Think Big by Going Small

The Biggest Risk in the Markets

Businessman Builds a Tower

Content provided by Rusty Vanneman, CFA, CMT, Chief Investment Officer At a recent panel, an advisor asked our portfolio managers what they believed to be the biggest risk in the markets today. As usual, I was proud of every response from our portfolio managers on the panel. We sounded smart, disciplined, and experienced. We should… Continue reading The Biggest Risk in the Markets

Market Performance Around Crisis Events

Man holding magnifying glass, search earth with lights in the night of global show the world's consumption with icons energy sources for renewable, sustainable development. Ecology concept. Elements of this image furnished by NASA.

Content provided by  Kostya Etus, CFA, Portfolio Manager Mr. Market may give a nod to a geopolitical crisis but is really more concerned with economic strength and corporate profitability. While a crisis may weigh on the economy, it is typically not the case. There have been a lot of headlines recently about North Korea, Venezuela,… Continue reading Market Performance Around Crisis Events