THE BLOG

31
Dec

Fixed Income for Higher Rates

Content provided by Marc Pfeffer, CLS Senior Portfolio Manager Now that the Federal Reserve has begun to taper, investors are looking for ways to invest in fixed income without losing money.  That is nearly impossible, unless you are in a money market fund which yields next to nothing. However, there are several fixed income investments...
30
Dec

Make the Better Decision

Content provided by Rusty Vanneman, CLS Chief Investment Officer Economist Robert Shiller has been an influential thought leader in the financial industry for some time now. His recent Nobel Prize win was well-deserved and will only help broadcast his thought-provoking messages to a larger audience. Recently, Shiller was speaking at a conference and made some...
18
Dec

Get Real

Content provided by Grant Engelbart, CLS Portfolio Manager Real assets are generally defined as “physical or tangible assets that have value due to their substance and properties,” which may include commodities, real estate, and land.  Real assets can be produced and/or sold by a variety of companies such as natural resource and real estate companies....
13
Dec

A Chance to Give Back

This year, our annual food bank drive was named after the late W. Patrick Clarke, co-founder of NorthStar Financial Services Group, LLC, and with perfect reason.

Janelle Hardy, who assisted with this year’s event, said:

“The food bank is a way for us to be a secret Santa. Patrick always gave and did not want recognition for it; he just wanted to see people having their basic needs met. He was the co-owner of our company, but he was also a dad and took care of many people in a ‘dad’ sort of way. He was a doer and a fixer of problems, a giver, and he did it selflessly.”
Continue Reading..

13
Dec

Q & A with CLS Portfolio Managers

What particular client is a fit for CLS’s Master Manager, and when they are a fit, how do we balance in our ETF expertise with other separate account securities like common stocks and individual bonds? J.J. Schenkelberg, CFA, CLS Master Manager Portfolio Manager A master manager client is someone who has an account over $500,000,...
12
Dec

Factor Investing

Content provided by Sierra Morris, CLS Junior Investment Research Analyst Smart beta has gotten a lot of press lately. This branding isn’t as intuitive as we would like, so CLS has decided to take a different spin on the name and call it “factor investing.” As an added bonus, by changing our labeling we won’t...
10
Dec

1987 – A History Lesson

Content provided by Kostya Etus, CLS Investment Research Analyst I recently read an article from Ned Davis Research Group on the global market outlook.  Below is some information I thought our readers might find useful: As the infamous Gordon Gekko once proclaimed, “Greed is good.”  Although Gordon is a fictional character in the 1987 classic...
05
Dec

Financial Advice for Any Age

Content provided by Steve Donahoe, CLS Senior Portfolio Manager Recently, Omaha had a pesky little snow storm that put down just enough snow to get my car dirty, and that is about it. After driving a couple of days in a filthy car, and being too lazy to wash it myself, I got the brilliant...
04
Dec

An Overview of Industry Regulation Changes

Content provided by Sierra Morris, CLS Junior Investment Analysts I recently listened to an InvestmentNews webinar that gave a lot of useful advice about regulation for plan advisers. Below is a summary of what I found to be most useful. Speakers for this webinar included: Michael Kim – Senior Vice President, Genworth Jania Stout –...
03
Dec

Q&A with CLS Portfolio Managers

How have balanced portfolio’s performed year-to-date? For example, clients are looking at the S&P and seeing returns greater than 20 percent, but since some have 40-50 percent in fixed income they are only seeing portfolio returns of about half that. Steve I think the better way to ask that question is to ask: how have...