THE BLOG

30
Apr

Keep Calm and Carry On

Content provided by J.J. Schenkelberg, CLS Senior Portfolio Manager A couple of weeks ago, we gained a fifth member to our family.  Like many other American families, our kids have been begging for a puppy for years.  As an individual who relies on organization and schedule to survive, I held out as long as I...
29
Apr

Markets Act Much Like Nebraska Weather

Content provided by Nate Wattier, CLS Client Services Manager Spring is in the air.  After a bleak and cold Omaha winter it’s a relief to turn off the furnace and open the windows to get some fresh air flowing through the house.  It’s also nice to break out the gardening tools and clean up the...
25
Apr

A Well-Tailored Portfolio

Content provided by Case Eichenberger, CLS Internal Wholesaler How do you shop for a suit?  Do you go to your local Macy’s, Barney’s, Niemann Marcus, or maybe Men’s Wearhouse?  Do you like to get in, get personal help from your sales individual, and purchase everything at once, such as the pants, coat, tie, shirt, shoes,...
24
Apr

As Dad Always Said: “The Customer Always Comes First”

Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer My parents were successful small-business owners.  Just months ago, they sold their last business and started traveling in their new Airstream trailer, and later this year, they’ll head to Alaska.  They’re having a blast. They definitely earned their leisure time, having worked hard and smart...
23
Apr

Back Pain and Investing

Content provided by Steve Donahoe, CFA, CLS Senior Portfolio Manager As I write this, I am struggling with significant back pain. I could tell I tweaked it recently when I had to move two very heavy pieces of furniture from the garage into my daughter’s new room on the second floor. Now that she is...
09
Apr

What’s for Breakfast?

Content provided by Grant Engelbart, CLS Portfolio Manager One of the most followed indices in all of finance is the Breakfast Index, created by Hard Assets Investor (HAI).  I’m kidding of course, but yes, that is a real index.  The breakfast index is an equally-weighted basket of the commodities listed below.  Some are actively traded,...
04
Apr

A Quick Analysis on the 20 Hottest ETFs

Content provided by Rui Wang, CLS Investment Research Analyst Since the 2009 market recovery, the ETF industry has continued to thrive. I have researched the ETFs that were launched two to three years ago, and summarized the top 20 ETFs with the largest average monthly net cash inflow since inception. As the below chart shows,...
03
Apr

Update on Long Term Return Expectations

Content provided by Rusty Vanneman, CLS Chief Investment Officer Having been on the road for most of this past month (hey, it wasn’t all work and no play, I did have an awesome family vacation in there), and in preparation for a lot of travel coming in the next six weeks, I’ve been contemplating what...
01
Apr