A New Type of 529 Plan

Content provided by Mike Forker, CLS Chief Compliance Officer There is a bill making its way through Congress that would allow states to create 529 savings plans for those with long-term disabilities.  Similar to the 529 education savings plans, the Achieving a Better Life Experience (ABLE) Act would allow individuals to establish tax exempt savings… Continue reading A New Type of 529 Plan

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)

Index Universe Introduces ETF Awards

Leading online ETF publication, IndexUniverse, has a 14 year track record in covering product and market activity related to ETFs, indexes, and index funds. In the ever-growing ETF environment, IndexUniverse created 23 awards “designed to recognize the people, companies and products that are moving the industry forward and helping to create better outcomes for investors.”… Continue reading Index Universe Introduces ETF Awards

Make the Better Decision

Content provided by Rusty Vanneman, CLS Chief Investment Officer Economist Robert Shiller has been an influential thought leader in the financial industry for some time now. His recent Nobel Prize win was well-deserved and will only help broadcast his thought-provoking messages to a larger audience. Recently, Shiller was speaking at a conference and made some… Continue reading Make the Better Decision