Category: Uncategorized
56 posts categorized as "Uncategorized"
Advisor Insight: Anthony Lishka, Lishka Financial
June 10, 2014
Anthony Lishka, Financial Advisor with Lishka Financial discusses the value, for clients and himself, in working with a family owned firm.
Q & A with CLS Portfolio Managers
March 11, 2014
How worried should investors be about the tension in Ukraine and Russia? Scott Kubie, CFA, CLS Chief Strategist The overthrow of the pro-Russian government in Ukraine and the subsequent intervention by Russia in select parts of Ukraine has been unsettling. I believe the events should worry investors a little, but not too much for the…
Capex Outlook
February 5, 2014
Content provided by Kostya Etus, CLS Investment Research Analyst January 2014 marked the fifth year of the U.S. Capital Expenditure (capex) cycle. The cycle generally lasts four to seven years, so we are on the back end of it. Let’s look at a recap of 2013. Expected expiration of bonus depreciation (additional amount of deductible…
Avoid the Double Pay
January 9, 2014
Content provided by Matt Santini, CLS Portfolio Manager Today, I thought I would share what I think is one of the most common individual tax errors. Before I start, let me remind everyone that neither I, nor CLS are worthy tax advisors. It is the investor’s responsibility to seek tax advice from a professional. Federal…
Q&A with Portfolio Managers
January 8, 2014
CLS Portfolio Manager, Matthew Santini http://www.youtube.com/watch?v=fOHCEc47nQ0&feature=c4-overview&list=UUvxn_bK1yL-rrkLULaqavjA
Q & A with CLS Portfolio Managers
September 25, 2013
Interest rate risk is a concern for investors, what is CLS doing to manage this risk? Rusty Vanneman, CFA We entered the year concerned about interest rate risk. We have done a few things about it. First, one of our investment themes is “Creative Diversification.” This means that we are expanding the ways we can…
Q & A with CLS Portfolio Managers
September 10, 2013
What impact may the situation in Syria have on the U.S. markets? Rusty Vanneman, CFA “Generally speaking, our decision-making revolves around relative valuations instead of headlines. There may be some short-term downside volatility in the stock market, but that will likely create some opportunities to take advantage of.” Paula Wieck “I look at it…
ETF Duress
July 9, 2013
Content provided by Grant Engelbart, CLS Research/Portfolio Analyst With the recent volatility in fixed income and emerging markets, ETFs have come under the microscope for being less-than-perfect investment vehicles. The Financial Times (FT) published an article on June 20 that ruffled some feathers among those in the ETF industry, to say the least. Let’s briefly…
Is There Life After the CFA?
June 7, 2013
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager Our family spent most of the past two weekends at soccer and baseball fields. Memorial Day weekend marked the end of spring soccer season, but we are still in the heart of baseball. I have to admit I love it. Tori consistently reminds us she…
Clean, Green, and Sunscreen
May 14, 2013
Content provided by Grant Engelbart, CLS Research Analyst Unlike most people, the sun is my enemy. I love being out in the sun, unfortunately I have about a 15 minute window before my skin starts on fire. The good news, for the large majority of people on earth, is that the sun is good. We…