CLS Senior Portfolio Manager, J.J. Schenkelberg answers questions on the rising rate environment, where bonds fit into our 2014 investment themes, and where we are with specific investments.
Category: Personal Finances
Keep Calm and Invest On (KCIO)
Content provided by Kostya Etus, CLS Research/Portfolio Analyst Increased tensions between Russia and Ukraine, as well as involvement from the West, have the public worried. With worry comes fear and with fear comes panic. As investors panic markets could tumble. But I have good news: history has shown that the U.S. market would likely recover… Continue reading Keep Calm and Invest On (KCIO)
A Little Something for Everyone
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager No matter what side of the fence you are on with your investments, right now, you have good reason to like your position. As expected, the release on first quarter GDP was dismal, however, that is now old news and being attributed mostly to weather. Outside… Continue reading A Little Something for Everyone
The Long and Winding Road of Investing
Content provided by Sierra Morris,CLS Junior Research Analyst Now that the ground has thawed and the smell of fresh cut grass is in the air, we know that summer is just around the corner. And what kicks off summer better than a road trip? Some people may like to ‘free bird’ it, but I have… Continue reading The Long and Winding Road of Investing
ETF Costs: More Than Just the Expense Ratio…
Content provided by Paula Wieck, CLS Manager of Investment Research One of the first things investors ask before buying a fund is, “What does it cost?” They diligently look up the expense ratio on a popular financial website such as Morningstar or Yahoo Finance and make their decision. The problem is that the cost of… Continue reading ETF Costs: More Than Just the Expense Ratio…
Keep Calm and Carry On
Content provided by J.J. Schenkelberg, CLS Senior Portfolio Manager A couple of weeks ago, we gained a fifth member to our family. Like many other American families, our kids have been begging for a puppy for years. As an individual who relies on organization and schedule to survive, I held out as long as I… Continue reading Keep Calm and Carry On
A Well-Tailored Portfolio
Content provided by Case Eichenberger, CLS Internal Wholesaler How do you shop for a suit? Do you go to your local Macy’s, Barney’s, Niemann Marcus, or maybe Men’s Wearhouse? Do you like to get in, get personal help from your sales individual, and purchase everything at once, such as the pants, coat, tie, shirt, shoes,… Continue reading A Well-Tailored Portfolio
As Dad Always Said: “The Customer Always Comes First”
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer My parents were successful small-business owners. Just months ago, they sold their last business and started traveling in their new Airstream trailer, and later this year, they’ll head to Alaska. They’re having a blast. They definitely earned their leisure time, having worked hard and smart… Continue reading As Dad Always Said: “The Customer Always Comes First”
Back Pain and Investing
Content provided by Steve Donahoe, CFA, CLS Senior Portfolio Manager As I write this, I am struggling with significant back pain. I could tell I tweaked it recently when I had to move two very heavy pieces of furniture from the garage into my daughter’s new room on the second floor. Now that she is… Continue reading Back Pain and Investing
Advisor’s Alpha
Content provided by Kostya Etus, CLS Investment Research Analyst Vanguard has written a revolutionary whitepaper on quantifying the value of an Advisor on portfolio performance. The original, “Vanguard Advisor’s Alpha” introduced in 2001 (a pivotal time for the industry), had outlined how advisors could add value through relationship-oriented services. One of the value-adds was providing… Continue reading Advisor’s Alpha