Category: Personal Finances
145 posts categorized as "Personal Finances"
Spooked by New Highs?
November 6, 2013
Content provided by J.J. Schenkelberg, CLS Senior Investment Portfolio Manager It seems there has been some concern among retail investors about the fact that the markets have reached new highs. And if we are at new highs it has to go down, right? My dental assistant said her 18 year old son started an IRA…
Ignore Short-Term Noise
November 5, 2013
Content provided by Kostya Etus, CLS Research Analyst At CLS, we tend to focus more on long term trends and ignore much of the short-term noise that can cloud investment decisions. In general, markets go up more than they go down, and over the long term, there is a positive risk premium for investments. A…
A Figure Appeared in the Night…
October 31, 2013
Content provided by Paula Wieck, CLS Manager of INvestment Research The other night I was sound asleep…finally, after hours of tossing and turning. I woke abruptly to the faint sound of breathing in my ear and a figure by the side of my bed. Perhaps I’ve watched too many horror movies this past month, but…
Halloween on the Cheap
October 31, 2013
Content provided by Hande Koop, CLS Trading Manager Every year October 31 is a night of fun, candy, and costumes. Although Americans spend billions in preparation for the Halloween season each year, this year it seems that American households will likely be spending less than in previous years. According to National Retail Federation’s Halloween Spending…
ETF Prime Time
October 28, 2013
Content provided by Case Eichenberger, CLS Internal Wholesaler I recently spent a relaxing Sunday watching my favorite football teams battle each other for superiority and fantasy football points. I began to notice a commercial that kept popping up during the breaks. You have seen them on your TV at one time or another, garnering for…
Finding High Quality
October 18, 2013
Content provided by Sierra Morris, Junior Investment Research Analyst Here at CLS, one of our portfolio themes as of late has been high quality. But what does high quality actually mean and how is it measured? There are many ways to look at quality, but two popular methods are the Merton Model and the Piotroski…
CFA Institute Code
October 15, 2013
Content provided by Steve Donahoe, CLS Senior Portfolio Manager In attending the CFA Institute leadership conference recently in Washington D.C., I had in the back of my mind that I should blog about the experience. While walking through the exhibits it hit me. There in front of me lies the CFA Institute’s code of ethics…
What’s in a Name?
October 2, 2013
Content provided by Nate Wattier, CLS Client Service Manager “What’s in a name? That which we call a rose by any other name would smell as sweet?” You might be wondering why we’re taking a trip back to high school freshman English Literature class and reading a passage from ”Romeo and Juliet” (Act 2 Scene…
Q & A with CLS Portfolio Managers
September 25, 2013
Interest rate risk is a concern for investors, what is CLS doing to manage this risk? Rusty Vanneman, CFA We entered the year concerned about interest rate risk. We have done a few things about it. First, one of our investment themes is “Creative Diversification.” This means that we are expanding the ways we can…
Prepare for the Unexpected
September 24, 2013
Content provided by Ritchie Brown, CLS Director of Trading Nothing ever seems to stay the same, but making changes proves to be very difficult. Sometimes being reactive and letting the changes come to you is the easy road. Trying to be proactive and get ahead of the curve can be very difficult. In the…