Content provided by Rusty Vanneman, CLS Chief Investment Officer Economist Robert Shiller has been an influential thought leader in the financial industry for some time now. His recent Nobel Prize win was well-deserved and will only help broadcast his thought-provoking messages to a larger audience. Recently, Shiller was speaking at a conference and made some… Continue reading Make the Better Decision
Category: Personal Finances
Get Real
Content provided by Grant Engelbart, CLS Portfolio Manager Real assets are generally defined as “physical or tangible assets that have value due to their substance and properties,” which may include commodities, real estate, and land. Real assets can be produced and/or sold by a variety of companies such as natural resource and real estate companies.… Continue reading Get Real
Q & A with CLS Portfolio Managers
What particular client is a fit for CLS’s Master Manager, and when they are a fit, how do we balance in our ETF expertise with other separate account securities like common stocks and individual bonds? J.J. Schenkelberg, CFA, CLS Master Manager Portfolio Manager A master manager client is someone who has an account over $500,000,… Continue reading Q & A with CLS Portfolio Managers
1987 – A History Lesson
Content provided by Kostya Etus, CLS Investment Research Analyst I recently read an article from Ned Davis Research Group on the global market outlook. Below is some information I thought our readers might find useful: As the infamous Gordon Gekko once proclaimed, “Greed is good.” Although Gordon is a fictional character in the 1987 classic… Continue reading 1987 – A History Lesson
Financial Advice for Any Age
Content provided by Steve Donahoe, CLS Senior Portfolio Manager Recently, Omaha had a pesky little snow storm that put down just enough snow to get my car dirty, and that is about it. After driving a couple of days in a filthy car, and being too lazy to wash it myself, I got the brilliant… Continue reading Financial Advice for Any Age
Q&A with CLS Portfolio Managers
How have balanced portfolio’s performed year-to-date? For example, clients are looking at the S&P and seeing returns greater than 20 percent, but since some have 40-50 percent in fixed income they are only seeing portfolio returns of about half that. Steve I think the better way to ask that question is to ask: how have… Continue reading Q&A with CLS Portfolio Managers
The “Great Rotation” Flow
Content provided by Rusty Vanneman, CLS Chief Investment Officer There is a popular notion that money flowing out of bonds and into stocks will significantly propel the stock market higher in the year(s) ahead. This is called the “Great Rotation,” a term first introduced by Bank of America Merrill Lynch analysts back in 2011. How… Continue reading The “Great Rotation” Flow
Food for Thought
Content provided by Matt Santini, CLS Portfolio Manager I can’t believe I am going to belittle such a wonderful American tradition with micro economic jargon, but it is a must before the tryptophan really skews my thought process. Economists are usually trained with a simple supply and demand curve providing a beautiful canvas. They… Continue reading Food for Thought
Holidays for the Markets
Content provided by Kostya Etus, CLS Research Analyst It’s that time of year again. People forget about their problems and rejoice by getting together with friends and family, dressing up in costumes, eating turkey, and most importantly, spending large amounts of money on presents. It’s the HOLIDAYS! With this large inflow of money into businesses,… Continue reading Holidays for the Markets
We’re Number One
Content provided by Scott Kubie, CLS Chief Strategist We’re number one! We’re number one! The cry of hopeful college football fans around the country as their teams march to victory (I’m trying to remember what that felt like). While the Huskers are struggling, America has vaulted past Russia to become the top producer of oil… Continue reading We’re Number One