Treasure on the Streets of Chicago

Prior to my kids starting school, our family spent a long weekend in Chicago. There were many fun things to do and see, especially for kids ages six and nine. We went to the top of the John Hancock building, visited the Museum of Science and Industry and the Field Museum, spent the day on...

Investors Asking for Help from “Uncle Ben”

“If the Fed does hold off, the stronger economic data might be a mixed blessing for investors, who have been hoping for new action from central bank to stimulate the economy.” [i] I love this sentence. It says so much about the psychology of the stock market in such a short space. The sentence is...

Things that Go Pop: Corn

Corn prices are up more than 50 percent since early June and this season’s yield will be the lowest in 17 years. More than 60 percent of the U.S. is experiencing drought conditions, which has devastated the nation’s crop. According to CLS Portfolio Manager Matt Santini, we expect to see widespread food price inflation as...

How a Chief Operations Officer Survived the Most Inefficient Wedding Ever

I knew I was in trouble when my 19 year old daughter, Teaghan, called home one day from her apartment in Utah and said something along the lines of, “You know, like, me and Tyler are starting to get pretty serious. Like, I think I’m pretty sure we are going to, like, get engaged soon...

Notes from Beijing

The hotel room looks great – it is much better than expected. The TV is a flat screen with digital quality picture. The bathroom is very modern. The only real problem is my reading light doesn’t work. I’m in a very attractive looking hotel in Beijing, China, after spending the day doing volunteer teaching at...

10 Most Common Personal Finance Mistakes

In our industry it feels very common for clients to believe the single biggest threat to their personal financial success is investment performance.  CNBC recently published an article highlighting the 10 most common personal finance mistakes.  Interestingly, investment performance barely scores a mention.  On the list below, numbers 6 and 7 touch on the dangers...

Welcome (back) to the CLS Blog!

Welcome (back) to the CLS Blog! We’re excited to have you here.  You are probably noticing that this is our first post in over a year.  In the past, our blog content has focused primarily on best business practices. While we still believe this information is incredibly valuable for financial advisors, we also understand that...