Category: Personal Interest
Happy Family
The hard work and sacrifice of building a better future Content provided by Robyn Murray, Freelance Writer I met Jackson Lee at a hole-in-the-wall Chinese restaurant tucked between two African-themed grocery stores in a West Omaha strip mall. A white marquee with bold, red letters read: HAPPY FAMILY CHINESE RESTAURANT. Inside, Kwan Lee, Jackson’s father,… Continue reading Happy Family
There May Be Bears In The Woods…
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager My family and I recently returned from vacation in Yellowstone National Park. An amazing place if you’ve never been. We hiked many beautiful trails – one (pictured below) took us across the plains and around a bend where we entered a deep valley carved by… Continue reading There May Be Bears In The Woods…
A Simple Philosophy: Do Right
Content provided by Robyn Murray, Freelance Writer Scott Kubie is on his way to what he expects will be a two-hour meeting at church. His second of the day. He’ll gulp down some dinner before he rushes out the door, and in a few days, he’ll be heading out again. This time for a three-week… Continue reading A Simple Philosophy: Do Right
Heading East
Content provided by Robyn Murray, Freelance Writer Gene Frerichs and his dad, Howard, practice catch and release with injured hawks – 1993 Gene Frerichs grew up on a farm in Ogallala, a town of about 4,600 people in western Nebraska – descendants of Old West cattle drivers, who trekked from Texas to the Union Pacific railhead,… Continue reading Heading East
All’s Well That Ends Well
Content provided by Robyn Murray, Freelance Writer Kostya Etus, age 7, pictured in Russia two years before he immigrated to the U.S. Kostya Etus grew up in Soviet Russia – in Novosibirsk, an industrial city set on the banks of the Ob River. When he was nine, he and his family left for the United… Continue reading All’s Well That Ends Well
What’s in a Name: Exchange Traded Funds (ETFs)
Content provided by Case Eichenberger, CLS Client Portfolio Manager CLS is known in the financial industry as an experienced ETF strategist. We utilize these versatile investment tools every day. From trading to selecting and everything in between, ETFs are our specialty. We have written several helpful articles on the general nature of ETFs that can… Continue reading What’s in a Name: Exchange Traded Funds (ETFs)
The 13-Year-Old Investor
Content provided by Robyn Murray, Freelance Writer When Grant Engelbart was 13 years old, he invested in his first mutual fund. He’d saved up his Christmas money every year until he had $500 – the minimum needed to purchase the fund. “I remember that distinctly,” Engelbart says, as he rattles off the fund’s ticker number.… Continue reading The 13-Year-Old Investor
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