Category: Personal Finances

Top Five Blogs of 2019

Businesswoman use laptop ,analytics and financial and bank technology concept, chart from computer laptop,Business growth concept

By Kostya Etus, CFA, Co-Director of Research and Senior Portfolio Manager Did you know we regularly publish articles on ETFTrends.com? Here are the top five most-read blogs posted by our team in 2019. Looking over them provides some insight into our thinking over the last year.  No. 5 ETF Trends: CLS Investments’ ETF Dashboard by… Continue reading Top Five Blogs of 2019

Why the Destination is Highly Dependent on the Journey

Clear strategy and solutions for business leadership symbol with a straight path to success as a journey choosing the right strategic path for business with blank yellow traffic signs cutting through a maze of tangled roads and highways.

“Life is a school of probability.” — Walter Bagehot Content Provided by Joe Smith, CFA – Senior Market Strategist What will the markets return in the next 12 months? Should investors expect 20% gains per year in the future? Will the markets correct by more than 10% in the next six months? We frequently encounter… Continue reading Why the Destination is Highly Dependent on the Journey

How Have I Changed?

Content provided by Rusty Vanneman, CFA, CMT, Chief Investment Officer I’m often asked by investors, now that I have 30 years in the industry under my belt, how I have changed as an investment professional over the years. It’s a good question and, frankly, it should be asked of every investment manager and advisor. The… Continue reading How Have I Changed?

Some Trading Maxims That Influenced My Investing

Content provided by Rusty Vanneman, CFA, CMT, Chief Investment Officer Years ago, I worked with bond and currency traders around the world (mostly in New York City, Chicago, and London), providing trading recommendations and market commentary every 20 minutes during market hours. The work environment was fast-paced, fun, and absolutely awesome in terms of being… Continue reading Some Trading Maxims That Influenced My Investing

CLS Answers Your Questions

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… Continue reading CLS Answers Your Questions

The Timing Game

Currency Time Hourglass Savings Loss Wealth Investment

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… Continue reading The Timing Game

March Madness

Sports and Gambling Concept. Basketball with American dollars.

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… Continue reading March Madness

Financial Psychology 101

Shot of a young male teacher giving a lesson to his students on the lecture hall

Content provided by Kostya Etus, CFA, CLS Portfolio Manager Psychology and human behavior are some of the most interesting and challenging aspects of financial management. Understanding the motivations behind a client’s behavior and how to effectively encourage him or her to develop healthy financial habits can mean the difference between success and failure for our… Continue reading Financial Psychology 101