Content provided by Joe Smith, CFA, Senior Market Strategist Last month, I had the opportunity to participate at the annual NorthStar Summit in Nashville, Tennessee. The event allowed me to get to know more than 75 of the most successful advisors we partner with at CLS. As I did, I got a sense of what… Continue reading The Value of Risk Budgeting
Category: Personal Finances
Pat Keene, The Prairie Rivers Company
Investment Checklists
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer Checklists are red hot, and for good reason. They work. That’s why doctors, airline pilots, architects, and many other professionals use them. The idea is so hot that The Checklist Manifesto by Atul Gawande is one of the most popular business books in recent years.… Continue reading Investment Checklists
My Favorite Investing Books and Financial Writers
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer Over the years, many people (especially those new to investing) have asked me to recommend the best financial books to read. Granted, the question has changed in recent years to also include blogs or websites, but the question is still essentially the same. Given my… Continue reading My Favorite Investing Books and Financial Writers
Cycling the Bridge of Retirement
Content provided by Kostya Etus, CLS Associate Portfolio Manager I recently took a trip to the beautiful city of San Francisco. Relative to Omaha, it is quite large and definitely has no shortage of fun things to do and see. Some of the highlights from my trip were riding the trolley, eating great seafood, and… Continue reading Cycling the Bridge of Retirement
There May Be Bears In The Woods…
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager My family and I recently returned from vacation in Yellowstone National Park. An amazing place if you’ve never been. We hiked many beautiful trails – one (pictured below) took us across the plains and around a bend where we entered a deep valley carved by… Continue reading There May Be Bears In The Woods…
A Simple Philosophy: Do Right
Content provided by Robyn Murray, Freelance Writer Scott Kubie is on his way to what he expects will be a two-hour meeting at church. His second of the day. He’ll gulp down some dinner before he rushes out the door, and in a few days, he’ll be heading out again. This time for a three-week… Continue reading A Simple Philosophy: Do Right
Budgeting and Retirement
Content provided by Kostya Etus, CLS Associate Portfolio Manager Retirement marks the beginning of a permanent vacation. Something very near and dear to most people’s hearts. Although I know there are some out there who want to work until they aren’t able, the majority of us want to retire early. What many don’t realize, however,… Continue reading Budgeting and Retirement
The First Step to Financial Success
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager For the past several years, I have taught high school students at an investment camp hosted by the University of Nebraska at Omaha. Each year I am impressed by the interest these students show in their financial success. While the camp is free (UNO has… Continue reading The First Step to Financial Success
The Other 40 Act Fund
Content provided by Joshua Jenkins, CLS Associate Portfolio Manager The ETF industry spends a substantial amount of time educating investors on the relative merits of the Exchange Traded Fund (ETF) structure. In doing so, a comparison is typically made to a close relative, the open-end mutual fund. There is, however, another investment vehicle defined by… Continue reading The Other 40 Act Fund