THE BLOG

01
Aug

Is a Recession Really That Bad?

By Kostya Etus, CFA, Senior Portfolio Manager “The past can hurt. But the way I see it, you can either run from it or learn from it.” –Rafiki, The Lion King (1994) A potential slowdown in the economy and the prospect of a recession has been a hot topic lately. Let’s take a closer look...
31
Jul

Is Weather Affecting My Portfolio?

Content provided by Michael Hadden, Investment Research Analyst There are numerous factors that affect market prices: economic cycles, interest rates, demographic trends, even the Twitter activity of a particular account, just to name a few. With so many factors to consider when evaluating an investment, the last thing investors want to hear is that something...
23
Jul

Making the Case: 3 Tips for Better InvestingBut I Live Here! | This Time is Different | Large U.S. Multinationals Provide Diversification

By: Case Eichenberger, CIMA®, Senior Client Portfolio Manager As the bull market marches on, new highs appear in sight. But investors are not overly optimistic. If they are, there is a good chance they are focusing on a single country — the U.S. I have heard some unique reasons lately why international stocks don’t make...
15
Jul

10 Insights for Advisors: Q&A with CLS President Rusty Vanneman

If you’re looking for fast answers to tough investment questions — like what to expect from the stock market for the remainder of the year, or the impact Trump’s tweets have on the market — you’ve come to the right place. President and CIO of CLS Investments, Rusty Vanneman, answers 10 of the top advisor...
03
Jul

Four Ways to Light Up Your Client Conversations this 4th of July; No Fireworks Required

As we prepare to celebrate America’s independence, we at CLS are thankful for our independent advisors who help provide their clients with financial freedom by offering proper coaching and advice to stay invested for the long term. Before you head to the beach or fire up the grill this Independence Day, we’d like to remind...
25
Jun

Making the Case: 3 Tips for Better InvestingValue – How Long to Wait | How CLS Does It | Forward Returns From Here

By: Case Eichenberger, CIMA®, Senior Client Portfolio Manager In this week’s Making the Case, I address value stocks. Particularly, U.S. value stocks. Value stocks trade at a discount relative to the market, but occasionally they trade at very deep discounts. Investors typically expect to be compensated for the extra risk with these stocks, which tend...
14
Jun

Making the Case: 3 Tips for Better Investing Three Ways to Look at the Best Stocks in the Last 10 Years

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager We all know the story by now. Over the last 10 years, the U.S. market has been on fire, while our friends overseas have missed out. That may be true, but it’s only half of the story. Investable Stocks Outside of the U.S. Thanks to...
11
Jun

GLOBAL AND BALANCED: Helping Investors Succeed

By Kostya Etus, CFA, Senior Portfolio Manager Global and balanced portfolios may help investors succeed over time. Diversifying across multiple asset classes, such as U.S. stocks, international stocks, and bonds, has historically provided better and more stable returns than investing in one asset class alone. By investing in a globally diversified, balanced portfolio, we believe...
14
May

Direct Disruption

Content Provided by Shana Sissel, CAIA – Portfolio Manager Change is coming to the ETF marketplace. ETFs once seemed unstoppable as industry trends evolved from closed-end products to mutual funds to ETFs. But the evolution isn’t over yet. Now, while the industry continues to rake in an impressive $1 billion each day, some ETF players...
10
May