Category: Personal Finances

144 posts categorized as "Personal Finances"

Why Investors Should Source Income Globally

September 1, 2016

Content provided by Joe Smith, CFA, CLS Senior Market Strategist Low interest rates mean one simple thing: the search for yield and income is a very real and difficult challenge for investors. With many of the world’s economies offering low, zero, or even negative interest rates, the ability for investors to generate income in portfolios…

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Inside Capstone: Preferred Stocks

August 26, 2016

Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about why there is a place for preferred stocks in a fixed income portfolio .

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Inside Capstone: Fixed Income Investors

August 25, 2016

Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez gives CLS’s Portfolio Manager, Josh Jenkins, CFA, a two part answer to how active fixed income investors should be.

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Inside Capstone: Rising Interest Rates

August 24, 2016

Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about whether or not investors should be concerned with the rising interest rates.

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Lackluster Market Returns and the Growing Responsibility of the Individual Investor

August 11, 2016

Content provided by Paula Wieck, CLS Portfolio Manager Back in May, the McKinsey Global Institute published a report, Diminishing Returns: Why Investors May Need to Lower Their Expectations. The title is self-explanatory. In essence, the report states circumstances of the last 30 years produced returns in both stocks and bonds that were above the long-term…

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Don’t Get Lost in the Crowd

June 30, 2016

Content provided by Kostya Etus, CLS Portfolio Manager In case you weren’t aware, the College World Series (CWS) graces Omaha this time of year and visitors come from all over the country to experience this great event. Omaha does not host too many of these large events therefore hotels are booked to max capacity and…

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Brexit: Follow the Saying and Keep Calm….

June 24, 2016

Content provided by Scott Kubie, CFA, CLS Chief Strategist and Rusty Vanneman, CFA, CLS Chief Investment Officer British voters elected to leave the European Union (EU) yesterday. At market open, investors reacted swiftly to the news, pushing global markets sharply lower. The news came as a surprise. Betting markets and financial markets had moved in…

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The Dos and Don’ts of Saving for Retirement

June 23, 2016

Content provided by Kostya Etus, CFA, CLS Portfolio Manager There have been numerous studies about the dismal savings rates of Americans. One recent survey* found that a third of the population has no retirement savings at all and a majority are significantly behind on their savings. Millennials are causing the most alarm as they will…

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The Importance of Tax Management

June 9, 2016

Content provided by Grant Engelbart, CFA, CLS Portfolio Manager Managing portfolios for tax sensitivity is an often overlooked area of investment management, however this time of year, more than the rest, investors definitely seem to tend to notice if their portfolio was not managed with regards to taxes. Many holders of traditional mutual funds received…

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The Pros and Cons of Fixed Income ETFs

June 2, 2016

Content provided by Marc Pfeffer, CLS Senior Portfolio Manager Currently, there are nearly 300 fixed income exchange traded funds (ETFs) in the marketplace. That is four times as many as in 2008. Demand continues to be strong for fixed income ETFs, and for some good reasons. The Pros: Liquidity, Diversity, Price, and Efficiency Fixed income…

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