NCAA Tourney Picks and Managing Money

Content Provided by Scott Kubie, CFA, CLS Chief Strategiest When I was teaching at the University of Nebraska Omaha, I always enjoyed contrasting March Madness strategies with investment strategies. March Madness is an interesting contest because it takes place over a short time, but not too short of time. You can analyze your strategy and… Continue reading NCAA Tourney Picks and Managing Money

Facing My Fears

Content Provided by John Ludlow, CLS Chief Operations Officer You would never know it by looking at me, but I’m actually pretty old. Not that I’m going to tell you exactly how old but we all know from my first blog post that I have a married daughter. I also have two sons, Zack and… Continue reading Facing My Fears

Why I am a Portfolio Manager

Content Provided by Paula Wieck, CLS Investment Research Manager There is no shortage of reasons why I chose investment management for my profession. These motivating factors began during my childhood, when my desire to help people become financially secure began to take shape. Now, as a portfolio manager, every decision I make, I not only… Continue reading Why I am a Portfolio Manager

Poker Skills Come in Handy

Content Provided by Marc Pfeffer, CLS Senior Portfolio Manager As someone who has played poker for a long time, one of the most important attributes to winning is to read or “tell” your opponents. A “tell” can be a comment, gesture, or facial expression. Something that alerts you to how strong the opponent’s hand is,… Continue reading Poker Skills Come in Handy

The Glass Ceiling Revisited (Part 1)

Sally Krawcheck, past President of Merrill Lynch, US Trust, and Smith Barney, recently posted a blog on LinkedIn that caught my eye. The title is “Big Idea 2013: Flexibility Without Shame.” Along with knowledgeable posts on the Glass-Steagall Act and other financial industry issues, she has posted several commentaries on women in the workplace that… Continue reading The Glass Ceiling Revisited (Part 1)