Category: Investment Methodology
188 posts categorized as "Investment Methodology"
Active Management’s Time to Shine
December 11, 2019
By Rusty Vanneman, CFA, CMT – Chief Investment Officer, Orion What is the difference between a passive and an active investment portfolio? The passive strategy attempts to match a benchmark’s return (before fees) and risks over time. Success is defined as having a low tracking error. An active fund, however, differs from a benchmark as…
You May Be Taking More Portfolio Risk Than You Think
December 9, 2019
By Rusty Vanneman, CFA, CMT – Chief Investment Officer, Orion Risk can be defined in different ways, but the ultimate risk is not meeting one’s investment objectives. The biggest reason investors do not meet their goals is an inability to stick with an appropriate investment plan. There are two primary reasons investors get off course….
How to Perfectly and Ruthlessly Ruin Your Investment Portfolio
September 4, 2019
By Jeovany Zelaya, Client Portfolio Manager I’d like to give you a FREE step-by-step guide on how to fabulously and ridiculously end up with as little money as possible when it comes to your investment portfolio and, along the way, end up hating yourself. Ready!? Let’s go! 1. Don’t save anything at all. Spend everything…
Is Weather Affecting My Portfolio?
July 31, 2019
Content provided by Michael Hadden, Investment Research Analyst There are numerous factors that affect market prices: economic cycles, interest rates, demographic trends, even the Twitter activity of a particular account, just to name a few. With so many factors to consider when evaluating an investment, the last thing investors want to hear is that something…
In Our Current Volatile Market, Hold On for One More Day
July 24, 2019
From Y2K to 9/11 to the European debt crisis to Brexit, there will always be reasons not to invest in the stock market. The latest reason? An ongoing trade dispute between the world’s two largest economies, China and the United States. After the U.S. announced expanded tariffs on Chinese goods, and China has responded in…
Making the Case: 3 Tips for Better Investing
July 23, 2019
By: Case Eichenberger, CIMA®, Senior Client Portfolio Manager As the bull market marches on, new highs appear in sight. But investors are not overly optimistic. If they are, there is a good chance they are focusing on a single country — the U.S. I have heard some unique reasons lately why international stocks don’t make…
10 Insights for Advisors: Q&A with CLS President Rusty Vanneman
July 15, 2019
If you’re looking for fast answers to tough investment questions — like what to expect from the stock market for the remainder of the year, or the impact Trump’s tweets have on the market — you’ve come to the right place. President and CIO of CLS Investments, Rusty Vanneman, answers 10 of the top advisor…
Making the Case: 3 Tips for Better Investing
May 10, 2019
Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Today’s topic is the favorite subject of a lot of portfolio managers and the conundrum facing many U.S. investors: Is it worth it to invest overseas? We have discussed this numerous times (and will continue to do so), but I hope the additional thoughts…
Making the Case: 3 Tips for Better Investing
May 2, 2019
Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Tax Management is a Strong Pick As a senior client portfolio manager at CLS Investments and a self-proclaimed investment strategist, I get asked every day how best to build a portfolio to fit an investor’s unique needs. It is a task I enjoy, but…
Season with a Pinch of Alts
April 25, 2019
Content Provided by Shana Sissel, CAIA – Portfolio Manager In today’s turbulent markets, more and more financial professionals are beginning to look to alternative funds for investment options. As a result, more investment managers are beginning to create alternative funds, and many hedge funds are registering their products under the 40 Act, making them more…