Content provided by Michele Prell, New Business Manager I recently completed my annual review of insurance products with my insurance agent. I consider my insurance agent to have a “crossover” profession—he insures my house, my car, and my life but can also be an outlet for investments and possible future/retirement planning. Having this crossover ability… Continue reading Here’s Your Sign
Category: Personal Finances
The Kinder Morgan Deal & its Impact on Income Investors
Content provided by Josh Jenkins, CLS Investment Research Analyst Early last month Kinder Morgan shook the energy industry when it announced that it would be consolidating its four affiliated energy businesses into a single company. This transaction comes in light of recent underperformance of Kinder Morgan and its affiliated businesses, relative to the rest of… Continue reading The Kinder Morgan Deal & its Impact on Income Investors
No Time Like the Present
Content provided by Sierra Morris, CLS Junior Investment Research Analyst Looking at today’s top stories with headlines about tapering, interest rates rising, geopolitical turmoil, and stretched valuations, you may be tempted to ask yourself if investing is really worth it right now. However, looking back at history, it is evident that there has never been… Continue reading No Time Like the Present
Bad Investing 101
Content provided by Grant Engelbart, CLS Portfolio Manager Let’s step out of the world of “best practices” and “prudent management” for a second and explore some of the things you should avoid when investing. I may or may not have experienced or committed the following acts in my personal investing, but either way it should… Continue reading Bad Investing 101
Money Market Reforms Are Good
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager As someone who has managed money market funds over four different decades, I probably have a much more biased opinion as to the benefits they provide to all investors. And, I think some of the stories in the press of late have been a bit sensational… Continue reading Money Market Reforms Are Good
I Did It! What Do I Do Now?
Content provided by J.J. Schenkelberg, CLS Senior Portfolio Manager Have you ever set a goal? Something you strived for that required time, patience and hard work to achieve. Maybe it was completing an educational degree, passing a test, running a race, losing weight, or something as simple as waking up a little earlier. Easier said… Continue reading I Did It! What Do I Do Now?
The Benefits of a Transfer on Death Account
Content provided by Nate Wattier, CLS Client Services Manager Earlier this year, I walked a bereaved daughter through the frustrating task of setting up an estate account for a small, individually registered account which had been set up years ago by her recently-deceased mother. Not only was this poor woman coping with the death of… Continue reading The Benefits of a Transfer on Death Account
How to Use the News
Content provided by Rusty Vanneman, CLS Chief Investment Officer A lot of information flows across investors’ screens these days, more information than ever before. This is the case for both individual and professional investors. Just how much of this information is important though? How much is just trivia and filler? How much of it is… Continue reading How to Use the News
The Long and Short of It
Content provided by Grant Engelbart, CLS Portfolio Manager The world of alternative investments is vast, and often times a little blurry. A good place to start when thinking about alternatives is a fairly simple idea – buy stocks you like, sell stocks you don’t. This is the general premise for a long/short strategy. Since, in… Continue reading The Long and Short of It
Q&A with CLS Chief Investment Officer, Rusty Vanneman
CLS’s Chief Investment Officer, Rusty Vanneman discusses two important studies recently released from Dalbar and Vanguard.