Content provided by Nate Wattier, CLS Client Services Manager Earlier this year, I walked a bereaved daughter through the frustrating task of setting up an estate account for a small, individually registered account which had been set up years ago by her recently-deceased mother. Not only was this poor woman coping with the death of… Continue reading The Benefits of a Transfer on Death Account
Category: Investment Methodology
The Long and Short of It
Content provided by Grant Engelbart, CLS Portfolio Manager The world of alternative investments is vast, and often times a little blurry. A good place to start when thinking about alternatives is a fairly simple idea – buy stocks you like, sell stocks you don’t. This is the general premise for a long/short strategy. Since, in… Continue reading The Long and Short of It
Q&A with CLS Senior Portfolio Manager, J.J. Schenkelberg
CLS Senior Portfolio Manager, J.J. Schenkelberg answers questions on the rising rate environment, where bonds fit into our 2014 investment themes, and where we are with specific investments.
What’s Happening with CLS’s International Rotation Quad Portfolio
Content provided by Rui Wang, CLS Investment/Research Analyst It has been a very good run for CLS International Rotation Quad portfolio so far this year. At the end of April, CLS International Rotation Quad gained 2.97% since its inception on October 30, 2012, outperforming its benchmark (MSCI ACWI ex U.S. index) by over 100 basis… Continue reading What’s Happening with CLS’s International Rotation Quad Portfolio
Keep Calm and Invest On (KCIO)
Content provided by Kostya Etus, CLS Research/Portfolio Analyst Increased tensions between Russia and Ukraine, as well as involvement from the West, have the public worried. With worry comes fear and with fear comes panic. As investors panic markets could tumble. But I have good news: history has shown that the U.S. market would likely recover… Continue reading Keep Calm and Invest On (KCIO)
ETF Costs: More Than Just the Expense Ratio…
Content provided by Paula Wieck, CLS Manager of Investment Research One of the first things investors ask before buying a fund is, “What does it cost?” They diligently look up the expense ratio on a popular financial website such as Morningstar or Yahoo Finance and make their decision. The problem is that the cost of… Continue reading ETF Costs: More Than Just the Expense Ratio…
Markets Act Much Like Nebraska Weather
Content provided by Nate Wattier, CLS Client Services Manager Spring is in the air. After a bleak and cold Omaha winter it’s a relief to turn off the furnace and open the windows to get some fresh air flowing through the house. It’s also nice to break out the gardening tools and clean up the… Continue reading Markets Act Much Like Nebraska Weather
A Well-Tailored Portfolio
Content provided by Case Eichenberger, CLS Internal Wholesaler How do you shop for a suit? Do you go to your local Macy’s, Barney’s, Niemann Marcus, or maybe Men’s Wearhouse? Do you like to get in, get personal help from your sales individual, and purchase everything at once, such as the pants, coat, tie, shirt, shoes,… Continue reading A Well-Tailored Portfolio
Advisor’s Alpha
Content provided by Kostya Etus, CLS Investment Research Analyst Vanguard has written a revolutionary whitepaper on quantifying the value of an Advisor on portfolio performance. The original, “Vanguard Advisor’s Alpha” introduced in 2001 (a pivotal time for the industry), had outlined how advisors could add value through relationship-oriented services. One of the value-adds was providing… Continue reading Advisor’s Alpha
Weather and Markets
Content provided by Steve Donahoe, CFA, CLS Senior Portfolio Manager Recently, I spent some time in the San Jose area presenting at a couple client events. In that part of the country, the grass was green and the flowers were blooming, which is a treat for everyone any time, but it is especially enjoyable for… Continue reading Weather and Markets