Content provided by Grant Engelbart, CFA, CAIA, CLS Portfolio Manager It’s no secret that markets hate uncertainty. Trump presents uncertainty – and markets reacted that way overnight. S&P 500 Index futures were down nearly 5% at one point, but have come screaming back to trade positive on the day. Sound familiar? Following the surprise Brexit… Continue reading Election Reflection
Category: Personal Finances
Why Investors Should Source Income Globally
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… Continue reading Why Investors Should Source Income Globally
Inside Capstone: Preferred Stocks
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 .
Inside Capstone: Fixed Income Investors
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.
Inside Capstone: Rising Interest Rates
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.
Lackluster Market Returns and the Growing Responsibility of the Individual Investor
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… Continue reading Lackluster Market Returns and the Growing Responsibility of the Individual Investor
Don’t Get Lost in the Crowd
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… Continue reading Don’t Get Lost in the Crowd
Brexit: Follow the Saying and Keep Calm….
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… Continue reading Brexit: Follow the Saying and Keep Calm….
The Dos and Don’ts of Saving for Retirement
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… Continue reading The Dos and Don’ts of Saving for Retirement
The Importance of Tax Management
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… Continue reading The Importance of Tax Management