Category: Uncategorized

56 posts categorized as "Uncategorized"

Out of the Kitchen

September 21, 2018

Content provided by Robyn Murray, Freelance Writer If you ever make it to Summer Kitchen Café in Omaha, you’ll find a bustling bakery, delicious comfort food – at least 10 varieties of potato casserole – and a range of tempting hot drinks. You’ll also probably find Jesse Bargstadt, or a member of his family. “My…

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Sir John Templeton: The Humble Approach

July 10, 2018

Content Provided by Rusty Vanneman, CFA, CMT – Chief Investment Officer One of the most important days in my development as an investment manager occurred in the spring of 1987. It was during my undergraduate days at Babson College. It was Founder’s Day, which is Babson’s oldest tradition, a day established to recognize the school’s…

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Perfect Fit

June 6, 2018

Content provided by Robyn Murray, Freelance Writer When Michael Hadden first interviewed at CLS Investments, there were no positions open for him — but he got a call back anyway. At a company that prides itself on a family-first culture and a passion for investing and helping others, Hadden was too perfect a fit to…

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New Adventures

December 14, 2017

Content provided by Robyn Murray, Freelance Writer Anders Smith sort of fell into the financial industry. “As most people did at that time,” he said. “By accident.” It was 1986, and Smith was 22. He had moved to Boston with $50 in his pocket, a liberal arts diploma, and his bicycle loaded on the back…

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Security Verification Procedures

November 24, 2017

Content provided by Nate Wattier, Project Manager The security of our clients’ accounts and personal information is very important to us at CLS. We understand that with the prevalent threat of cyber breaches and security risks, investors not only value, but also need top-of-line security measures in place to protect them. One of the measures…

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Explaining the Growth in ETFs with Three Insightful Charts

May 3, 2017

Content provided by Joe Smith, CFA, Senior Market Strategist The ETF industry continues to be a hot topic in the investment world as these flexible funds continue to show stellar growth. ETF flows for the year so far are on pace to set another record for asset-gathering activity. So, by the numbers, what’s really behind…

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CLS Talks Risk Management With Paladin Consulting (3 of 6)

February 13, 2017

Paladin Consulting Company’s Co-founder, Art Lutschaunig speaks with CLS’s Senior Market Strategist, Joe Smith, CFA, regarding his view on using smart beta ETFs in factor models and other risk managed strategies.

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January’s Market Volatility

January 25, 2016

Content provided by Case Eichenberger, CIMA, Client Portfolio Manager What’s scaring market participants today? Will this be known as the China scare of 2016? The oil crash of 2016? It’s always hard to blame market turmoil on one event, but slowing global growth is usually a culprit. When combined with slumping demand for oil/an overabundance of…

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Fed Takeaways: December is Alive!

November 17, 2015

Content provided by Marc Pfeffer, CLS Senior Portfolio Manager We saw two key changes in the Federal Open Market Committee (FOMC)’s October statement. First, the committee removed this earlier mention: “recent global and financial developments may restrain economic activity somewhat and are likely to put further downward pressure on inflation in the near term.” That…

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Tips for Advisors: Ways to Connect with the Next Generation

November 11, 2015

Content provided by Kostya Etus, CLS Associate Portfolio Manager Recently, I had the pleasure of seeing our very own Sean Hollingshead present on Autopilot (CLS’s automated onboarding platform) at an advisor event. He discussed embracing new technologies as the target client is beginning to change. The new target client being millennials, or 30-somethings, people like…

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