Category: Stock Market

9 posts categorized as "Stock Market"

Active Management’s Time to Shine

December 11, 2019

By Rusty Vanneman, CFA, CMT – Chief Investment Officer, Orion What is the difference between a passive and an active investment portfolio? The passive strategy attempts to match a benchmark’s return (before fees) and risks over time. Success is defined as having a low tracking error. An active fund, however, differs from a benchmark as…

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In Our Current Volatile Market, Hold On for One More Day

July 24, 2019

From Y2K to 9/11 to the European debt crisis to Brexit, there will always be reasons not to invest in the stock market.  The latest reason? An ongoing trade dispute between the world’s two largest economies, China and the United States. After the U.S. announced expanded tariffs on Chinese goods, and China has responded in…

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Making the Case: 3 Tips for Better Investing

May 10, 2019

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Today’s topic is the favorite subject of a lot of portfolio managers and the conundrum facing many U.S. investors: Is it worth it to invest overseas? We have discussed this numerous times (and will continue to do so), but I hope the additional thoughts…

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Making the Case: 3 Tips for Better Investing

May 2, 2019

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Tax Management is a Strong Pick As a senior client portfolio manager at CLS Investments and a self-proclaimed investment strategist, I get asked every day how best to build a portfolio to fit an investor’s unique needs. It is a task I enjoy, but…

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Efficient Markets, Meet: PEOPLE

May 1, 2019

  Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager If you haven’t heard, Zoom Video Communications went public on April 18, 2019, under the ticker ZM. Full disclosure, we use Zoom video conferencing around the office, and it’s quite nice, especially in today’s workplace with travel and remote employees….

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The Truth About Liquid Alternatives

March 11, 2019

Content Provided by Shana Sissel, CAIA – Portfolio Manager The world of alternative investments was flipped on its head more than a decade ago when hedge-fund-inspired Investment Act of 1940 (40 Act) funds began appearing on the scene. While diversification benefits can be achieved through liquid alternatives, it’s important to keep our expectations in check….

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Defense Wins Championships

January 2, 2019

Content Provided by Kostya Etus, CFA, Senior Portfolio Manager There are several variables investors can control when investing, including the cost, time until withdrawals, how we react to volatility, and how much risk we take on. Unfortunately, we tend to focus most on returns, which we have no control over. One of the most important…

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Give Thanks

December 13, 2018

Content Provided by Michael Hadden – Investment Research Analyst In this season of giving, I like to reflect on what I am thankful for. And as an investor, I can think of a few things I am extremely thankful for. While they may not appear to be good candidates for gratitude at first glance, these…

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Expected Stock Market Returns = World Cup Champion?

June 18, 2018

Content Provided by Michael Hadden – Junior Research Analyst The world’s attention will stay tuned to Russia over the next month as the 2018 World Cup has officially begun. The 2014 World Cup final alone drew more than a billion viewers, with the entire competition reaching an in-home audience of 3.2 billion people. There’s no…

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