THE BLOG

16
Apr

Book Your Q1 Gains? | Avoid the Losers | Yield Curve, R-E-L-A-X Making the Case: 3 Tips for Better Investing

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Book Your First Quarter Gains? The first quarter of 2019 has had a hot start. As of March 26, U.S. and global stocks are up more than 10%! But the positive streak is raising some concerning questions. I’ve personally heard strategists from prominent asset...
11
Apr

CLS Parent Company, Northstar Financial, Announces Unification Under Orion Brand, New Leadership Team

Northstar Financial Services Group, LLC, the parent company of CLS Investments, Orion Advisor Services, FTJ FundChoice, and Constellation Trust Company, has announced that it will be renamed Orion Advisor Solutions. Its subsidiaries, including CLS, will be unified under the Orion brand identity. This initiative will enable us, and our sister companies, to deliver an even...
19
Mar

Making the Case: 3 Tips for Better Investing The Big Picture

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Focus on the Forest, Forget the Trees File Under: Portfolio Management, Behavioral Investing Omaha’s most famous billionaire, Warren Buffett, recently released his annual shareholder letter. The widely read letter always includes great tips for successful investing and some subtle jabs at certain industries. On page...
11
Mar

The Truth About Liquid Alternatives

Content Provided by Shana Sissel, CAIA – Portfolio Manager The world of alternative investments was flipped on its head more than a decade ago when hedge-fund-inspired Investment Act of 1940 (40 Act) funds began appearing on the scene. While diversification benefits can be achieved through liquid alternatives, it’s important to keep our expectations in check....
05
Mar

Diversification, Paying Less Attention, and a Look at Inside ETFs

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Diversification or di’worse’ification — Can you be too diversified? File under: Managing Portfolios Is there such a thing as too much diversification? Can we include too many asset classes in our portfolios and, thus, harm returns? There are two ways of looking at this: No, there is no such thing...
05
Feb

Top 5 Blogs of 2018

Content Provided by Kostya Etus, CFA, Senior Portfolio Manager Below are the top five most read blogs at CLS in 2018 along with a link to each and a brief summary. Looking over them provides an idea of the big themes and ideas that highlighted the year. #5 Three Reasons Not to Get the Jitters...
04
Feb

Serving Others, Its Own Reward

Content provided by Robyn Murray, Freelance Writer When Ben Stout was 22 years old, he walked into a free class on retirement planning. He was by far the youngest person in the room. He was late, so he had to walk uncomfortably past the class’s questioning looks to get to an open desk. But he...
02
Jan

Defense Wins Championships

Content Provided by Kostya Etus, CFA, Senior Portfolio Manager There are several variables investors can control when investing, including the cost, time until withdrawals, how we react to volatility, and how much risk we take on. Unfortunately, we tend to focus most on returns, which we have no control over. One of the most important...
14
Dec

Touchstones

Content provided by Robyn Murray, Freelance Writer Dustin Dorhout’s father left him with a special gift. A stack of letters to serve as lifelong reminders of the values he held dear — integrity, hard work, discipline — and about the kind of person he wanted his son to grow up to be. It’s a poor...
13
Dec

Give Thanks

Content Provided by Michael Hadden – Investment Research Analyst In this season of giving, I like to reflect on what I am thankful for. And as an investor, I can think of a few things I am extremely thankful for. While they may not appear to be good candidates for gratitude at first glance, these...