THE BLOG

21
Jun

What a Week to Take a Vacation!

Content by Rusty Vanneman, CLS Chief Investment Officer Despite being in the northern Rockies helping celebrate my parents 50th wedding anniversary, the global financial markets are not helping me keep my eyes off the screens. It’s also a shame that I can actually get a signal on my smartphone on various hiking trails that I’ve...
20
Jun

Introducing…

        Matt Santini, CLS Portfolio Manager…
18
Jun

A Rising Tide Lifts All Boats…Really?

  Content by Matt Santini, CLS Portfolio Manager For the mariners amongst us, we know the above statement is a gross generalization. An anchor’s rode must have enough scope to allow for the biggest tides, especially those encountered during a storm surge. Two scenarios can happen: Either the mooring pulls from the bottom, or the...
11
Jun

Apple: Where Did the Innovation Go?

Content provided by Case Eichenberger, CLS Internal Wholesaler Apple Inc. has a long track record of being industry innovators. Steve Jobs started the tech giant, got fired by the board, and eventually hired back. He brought us (as if I need to tell you) the iPod, iPhone, and iPad. Jobs and Apple basically redefined some...
07
Jun

Is There Life After the CFA?

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...
05
Jun

Taper Tantrum

Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer The stock market’s gains this year have been primarily driven by a combination of less investor fear, positive price momentum, and extremely favorable liquidity conditions thanks to central banks around the world, including here in the U.S. In recent weeks, however, there is a growing...
04
Jun

The Pullback-Correction-Sell Off

Content provided by Kostya Etus, CLS Investment Research Analyst There are many names for it and lots of stories, but it appears likely that there may actually be a substantial drop in the market. The main question is when and how severe? The market’s current overbought condition can be viewed as an unstoppable locomotive that...