Category: Uncategorized

56 posts categorized as "Uncategorized"

Investing in Europe: The Kubie Family Vacation

July 31, 2015

Content provided by Scott Kubie, CFA, CLS Chief Strategist Scott Kubie, his wife Cherie and son Raef, outside the Tower of London. The Kubies have now been to Europe. Thanks to a sabbatical benefit, my family and I were able to take a 10-day trip to Europe in late June and early July. While the…

Read More

The 13-Year-Old Investor

June 22, 2015

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….

Read More

Time Investments

June 17, 2015

Content provided by Sierra Morris-Fuchs, CLS Investment Research Analyst Figuring out how to spend your money can be difficult. If you are like me, even a decision as simple as where to go for dinner can turn into a lengthy quest of nearby restaurants, researching menus for plates and prices, and making a persuasive argument…

Read More


June 1, 2015

Content provided by Robyn Murray, Freelance Writer     Joe Smith had two days to move across the country and settle in a new city. He graduated from Carnegie Mellon’s Tepper School of Business in Pittsburg on May 16 and started a new job at CLS in Omaha on May 18. “I’m going at a…

Read More

Rocky Mountain Roads

May 22, 2015

Content provided by Robyn Murray, Freelance Writer Bruce Bischoff has always been on the move. His first few years of life were glimpses of places – an Air Force base in Sacramento, an apartment building in Maryland. His father was a military man who worked at the Pentagon while the family was in Maryland. Bischoff…

Read More

Keeping Clients Invested

May 15, 2015

Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager We all know “the market” (stocks, bonds, commodities, real estate, etc.) is where we should invest our money for the best opportunity to grow funds for future needs. We also know the more risk we take, the more return opportunity there can be. So, why…

Read More

Small Town Values in the Big World of Finance

May 11, 2015

Content provided by Robyn Murray, Freelance Writer  Case Eichenberger grew up in a small, rural village of 223 people in southeast Nebraska. Each day, his father drove him nine miles over country roads to a nearby town where he went to school in the same red brick building from first grade through graduation. In a…

Read More

Lessons from Berkshire Hathaway

May 8, 2015

Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer To many people, the first Saturday in May is one of the highlights of the sporting calendar: the Kentucky Derby. To many investors, however, the first Saturday in May is the highlight of the year: the Berkshire Hathaway (BRK) shareholder meeting (do note, however, that…

Read More

CLS Simplification Flows to Paperwork

May 4, 2015

Content provided by Michele Prell, CLS New Business Manager By now, I’m sure most of you have heard about CLS’s simplification movement. I’m here to give you an overview of how this change has allowed us to update and simplify our CLS paperwork. Client Profile First, let’s take a look at the Client Profile form….

Read More

Advisor Insight: Raman Subramanian, Diana Tidd, Steve Kreichman from MSCI

March 26, 2015


Read More