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… Continue reading Out of the Kitchen
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Sir John Templeton: The Humble Approach
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… Continue reading Sir John Templeton: The Humble Approach
Perfect Fit
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… Continue reading Perfect Fit
New Adventures
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… Continue reading New Adventures
Security Verification Procedures
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… Continue reading Security Verification Procedures
Explaining the Growth in ETFs with Three Insightful Charts
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… Continue reading Explaining the Growth in ETFs with Three Insightful Charts
CLS Talks Risk Management With Paladin Consulting (3 of 6)
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.
January’s Market Volatility
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… Continue reading January’s Market Volatility
Fed Takeaways: December is Alive!
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… Continue reading Fed Takeaways: December is Alive!
Tips for Advisors: Ways to Connect with the Next Generation
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… Continue reading Tips for Advisors: Ways to Connect with the Next Generation