Category: Personal Interest
112 posts categorized as "Personal Interest"
The First P: People
June 16, 2016
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer I’m often asked to describe the role of a Chief Investment Officer (CIO). A short answer that seems to work in many parts of the country (especially here in Nebraska) is that a CIO is like a football coach. The CIO is accountable for the…
A Family Business
June 15, 2016
Mike, his wife Teri, and their children, Cody (7), Luke (8), and Kate (5). Content provided by Robyn Murray, Freelance Writer Mike Vitallo began his career in the printing industry. In a small town outside Chicago, he printed catalogues and brochures with his two brothers at a company founded by his father. Mike Vitallo Sr.,…
In His Counting House
May 26, 2016
Andrew, with his wife Stephanie, are expecting their first child in September Content provided by Robyn Murray, Freelance Writer It’s Christmas morning, and brightly colored wrapping paper lies in shredded swirls as four kids sit around the tree tearing through presents. Ribbons, papers, and boxes fly around the room, while 7-year-old Andrew Reisdorff keeps a…
Adapt or Perish
April 19, 2016
Kevin, with his wife Lyndsay, are expecting a baby in June. Content provided by Robyn Murray, Freelance Writer Kevin Zlomke’s day begins at 7 a.m. with a simple routine. Sitting at his desk, coffee in hand, he sifts through pages of data – scrubbing funds, updating numbers, and making sure the previous day’s trades are…
The Battle to Reach the Pinnacle
February 19, 2016
Content provided by Robyn Murray, Freelance Writer When Mark Matthews goes home for the holidays, there’s a routine. First, eat. Second, find the nearest basketball court. “We’re very competitive,” Matthews says, “everyone plays sports; everyone sings in the choir; everyone knows how to cook.” Home, for Matthews, is Detroit and a family of five sisters…
The CLS Investment Team Goes To the Movies: The Big Short
February 12, 2016
Content provided by Rusty Vanneman, CFA, Chief Investment Officer Recently, the CLS Investment Team went to the movies (after the markets closed, of course!). It’s a great time of year for high-quality movies, and our choice was the critically acclaimed, The Big Short. The movie is about the financial crisis that stemmed from the real…
Time to Win
November 3, 2015
Josh Jenkins ran for Team NorthStar at this year’s Market to Market relay. Content provided by Robyn Murray, Freelance Writer “Team NorthStar!” an announcer shouts as Josh Jenkins emerges on a runner’s path, baton in hand. A small, standing crowd in colorful racing gear claps and hollers encouragement. His teammate, waiting on the path ahead,…
The Value of Risk Budgeting
October 20, 2015
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…
Investment Checklists
October 1, 2015
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….