THE BLOG

30
Oct

Returns by Time Horizon

Content provided by Sierra Morris – Jr. Investment Research Analyst The recent sell-off has been alarming for investors. However, is this move over a short period of time warranted in causing so much concern? We consistently tell investors to focus on the long term when looking at their investment portfolios, so let’s take a look...
28
Oct

CLS’s Top 10 ETF Holdings

Content provided by Sierra Morris, Jr. Investment Research Analyst Below are our top 10 holdings as of September 30, 2014   1. VIG: Vanguard Dividend Appreciation (5.8%) This fund identifies domestic firms that have increased their dividends for at least 10 years and uses screens to avoid companies that are likely to cut dividends in...
22
Oct

Hedge the Euro? Not So Fast!

Content provided by Paula Wieck, CLS Manager of Investment Research While CLS still thinks Europe looks attractive, what about the euro? Clearly by increasing our European exposure, we are increasing our exposure to the euro as well. Despite the fact that the dollar has been on a tear lately, the euro has fallen considerably since...
17
Oct

Move Over Buck, Bartering Is Back!

Content provided by Nate Wattier, Client Services Manager In Spain, where the European financial crisis is hitting hardest, unemployment is at a staggeringly high level: 26% overall, and nearly double that figure for young persons.  Spaniards are getting creative in order to meet their daily needs.  With the euro scarce, alternatives to currency are popping...
03
Oct

A New Type of 529 Plan

Content provided by Mike Forker, CLS Chief Compliance Officer There is a bill making its way through Congress that would allow states to create 529 savings plans for those with long-term disabilities.  Similar to the 529 education savings plans, the Achieving a Better Life Experience (ABLE) Act would allow individuals to establish tax exempt savings...