THE BLOG

30
Aug

Trust Matters, Especially When Only Half Say They Have It

Content provided by Steve Donahoe, CLS Senior Portfolio Manager Being a CFA Charter holder and having just watched a number of my colleagues deal with the result of the recently released CFA exam, I could not help but reflect back on my efforts around the CFA program and what the mission statement for the CFA Institute...
29
Aug

Go Corn!

Content provided by Kostya Etus, CLS Research/Portfolio Analyst Living in Nebraska, it is hard to not be a Nebraska Cornhuskers college football fan. Around this time of year, everyone starts getting very excited about the upcoming season, which happens to kick off Saturday! Recently, when I think about the Cornhuskers, I tend to focus specifically...
23
Aug

Missed the Cut

Content provided by Grant Engelbart, CLS Research/Portfolio Analyst In the ETF world, there is a constant barrage of new ETFs being issued and companies filing for new ETFs with the SEC.  What’s often ignored is there are also a number of ETFs that close down each year.  There are a number of reasons an ETF...
21
Aug

Is Your Business Model at Risk of Extinction?

Content provided by Scott Kubie, CLS Chief Strategist Lately I’ve read a bevy of articles regarding businesses and organizations whose business models are “at risk.” These organizations have been under pressure for years, but making changes has been very hard to do. One of the biggest challenges is to realize that the pace of change is...
16
Aug

Are You Back-to-School Ready?

Content provided by Paula Wieck, CLS Manager of Investment Research I have three little girls, one who is starting the first grade this year.  I don’t know about you, but my inbox has been flooded with “Last Chance to Save for Back-to-School” ads.  Of course, being the value shopper I am, there’s no way I’m...
15
Aug

Hiking the Whites

Imp Face looking over Pinkham Notch at the Presidential Range Content provided by Rusty Vanneman, CLS Chief Investment Officer Last weekend I traversed most of the Wildcat and Carter ridges in the New Hampshire White Mountains – in one day. Somehow, I convinced some good friends to join me.  It was the latest version of...
14
Aug

Dovish FOMC Statement Gives Bond Market a Breather

Content provided by Josh Jenkins, CLS Research/Portfolio Analyst For the first time since March, the bond market was not sent into a tailspin upon the release of the FOMC meeting statement. After each statement released between the April and July FOMC meetings, the 10 year Treasury yield jumped at least 10 basis points over the...
08
Aug

Is Mr. Market Still Relevant?

Content provided by Sierra Morris, CLS Research/Portfolio Analyst Mr. Market is an analogy that all Warren Buffet and Benjamin Graham scholars are familiar with. The analogy helps to explain the volatility of the market and why it is important to ignore the daily fluctuations and focus on a longer time horizon. The story goes that...
07
Aug

Holding on Too Long

Content provided by J.J. Schenkelberg, CLS Senior Portfolio Manager My grandmother passed away this past May.  She was 91, and lived a very full life. Like many families dealing with the loss of a loved one, she left behind the family farm.  My grandfather and grandmother grew up very close to it, and my mother...
06
Aug

ETF vs. Mutual Fund Costs Examined

Content provided by Kostya Etus, CLS Research/Portfolio Analyst The general notion that ETFs are more cost efficient because of on their expense ratios, is not always true. There are additional trading related costs that need to be considered, such as commissions and bid/ask spreads. There are actually various explicit and implicit costs associated with both...