Category: Investing
390 posts categorized as "Investing"
The Best of Berkshire
May 17, 2017
Content provided by Kostya Etus, CFA, CLS Portfolio Manager May is a momentous month for Omaha. Value investors from around the world make a pilgrimage to see the “Oracle of Omaha,” Warren Buffett, and his partner in crime, Charlie Munger, and to hear their words of wisdom at the annual Berkshire Hathaway Shareholders’ Meeting. It…
CLS Answers Your Questions
May 4, 2017
Content provided by Case Eichenberger, CIMA, Client Portfolio Manager I’ve received a few thoughtful questions from advisors this week, and I’d like to address them as I believe they may be on the minds of many CLS clients. How will President Donald Trump’s tax plan affect the economy and how are we positioning portfolios? The…
Explaining the Growth in ETFs with Three Insightful Charts
May 3, 2017
Content provided by Joe Smith, CFA, Senior Market Strategist The ETF industry continues to be a hot topic in the investment world as these flexible funds continue to show stellar growth. ETF flows for the year so far are on pace to set another record for asset-gathering activity. So, by the numbers, what’s really behind…
2017: The Beginning of a Dollar Bear Market?
April 14, 2017
Content provided by Case Eichenberger, CIMA, Client Portfolio Manager Investors living in the U.S. have a lot of things going for them. The U.S. is a dominant global superpower. Its financial system and economy is the world’s largest, and it has a strong entrepreneurial spirit that moves the world forward with new products and technology. Investors…
How to Explain Smart Beta Investing with a Simple Example
April 12, 2017
Content provided by Joe Smith, CFA, Senior Market Strategist Smart beta ETFs continue to dominate the financial news as more investors and asset managers grapple with the continued shift from active to passive investing. Despite this movement, smart beta investing is still widely unknown, and there is little understanding about what it actually means. At…
Not Just Cornfields
April 6, 2017
Content provided by Kostya Etus, CFA, Portfolio Manager I recently watched a fairly new documentary titled, “Becoming Warren Buffett” on HBO. It was a good production, but there was one thing that kept eating away at me. Every few scenes, the film showed corn fields as far as the eye could see. That doesn’t…
2017 Investment Themes
March 22, 2017
Learn more about CLS’s 2017 Investment Themes with CLS Chief Investment Officer, Rusty Vanneman, CFA, CMT.
The Timing Game
March 17, 2017
Content provided by Grant Engelbart, CFA, CAIA, CLS Portfolio Manager The market is always full of diverse opinions, and after the recent rally and multi-year bull market we’ve seen, now is no exception. Let’s look at an example. We all have friends who are a little bit crazy – let me introduce you to a…
March Madness
March 10, 2017
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager March is one of my favorite months of the year. The days are getting longer, the NASCAR season is gearing up, baseball’s spring training is underway, and, of course, basketball is readying to take over our televisions for one “mad” month. This year, the markets are…