Content provided by Paula Wieck, CLS Manager of Investment Research/Portfolio Manager Ever go to a movie only to realize pretty quickly that it’s not going to be any good, but yet you stay and watch it anyway? In retrospect, you wish you would have left the theatre. Wasn’t it bad enough you wasted your money, but… Continue reading Are You Loss Averse?
Category: Personal Finances
Time Investments
Content provided by Sierra Morris-Fuchs, CLS Investment Research Analyst Figuring out how to spend your money can be difficult. If you are like me, even a decision as simple as where to go for dinner can turn into a lengthy quest of nearby restaurants, researching menus for plates and prices, and making a persuasive argument… Continue reading Time Investments
The Risks in Income Investing
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer In recent years, given how low interest rates have been, there has been an increased appetite for income-oriented portfolios. CLS, in fact, has several income-oriented strategies, including a new one to be launched in June. We believe these actively risk-managed portfolios make sense for the… Continue reading The Risks in Income Investing
To-Do Lists and Retirement
Content provided by Kostya Etus, CLS Associate Portfolio Manager Do you make “to-do” lists? I use them all the time. I use them at work nearly every day to help prioritize my tasks. I also use them at home to make sure chores get done. It is a great way to lighten the… Continue reading To-Do Lists and Retirement
The Story Behind the Data
Content provided by Robyn Murray, Freelance Writer 11-year-old Stryker whips open the door and jumps into his mother’s parked SUV. “Hey mom, did you see me coming this time?” “I did see you coming this time!” It’s 3 p.m., and J.J. Schenkelberg has just driven five miles from her house to pick up her two… Continue reading The Story Behind the Data
Retirement Crisis
Content provided by Sierra Morris-Fuchs, CLS Investment Research Analyst I have a quiz for you. How much does a typical household (ages 25 to 64) in the U.S. have saved in its retirement account? You’ve probably heard about the current retirement crises and know you should keep your guess low. How low? $2,500. That’s right,… Continue reading Retirement Crisis
Healthy Finance
Content provided by Robyn Murray, Freelance Writer Paula Wieck began her career in nutrition science. She specialized in obesity and diabetes – two of the nation’s most prolific ailments. But for her, the interest was personal. Her parents suffered from the diseases, and as a child, she did too. “I lost probably 40 or 50… Continue reading Healthy Finance
Spring Cleaning Isn’t Just for Your Closet
Content provided by Sierra Morris-Fuchs, CLS Investment Research Analyst As the weather warms up, and I finally start to feel alive again after a long, cold winter, I always get motivated to do a thorough house cleaning. Hibernation can create some messy habits – dust collected on shelves, layers of dirt on windows, old clothes… Continue reading Spring Cleaning Isn’t Just for Your Closet
It’s About Closing the Gap
Content provided by Rusty Vanneman, CFA – CLS Chief Investment Officer As investment advisors and counselors, our job/mission/calling is to close the gap — the behavior gap. The behavior gap is the reason most investors’ portfolio returns don’t even come close to achieving market returns. Their emotions (such as fear and greed) have them chasing… Continue reading It’s About Closing the Gap
All In: An East Coast Guy in a Midwest Home
Content provided by Robyn Murray, Freelance Writer Three nights a week, Marc Pfeffer can be found at a poker table. Sometimes at a house, other times at a clubhouse or local firehouse. He plays with people from his neighborhood that he could call friends. But that’s not quite the word for them. “People aren’t friends… Continue reading All In: An East Coast Guy in a Midwest Home