Category: Economy

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...
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...
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...
10
May

Making the Case: 3 Tips for Better Investing Equal-Country Portfolio | Invested in an S&P 500 Fund Lately? Other Investors Did Better | Now Show Japan

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Today’s topic is the favorite subject of a lot of portfolio managers and the conundrum facing many U.S. investors: Is it worth it to invest overseas? We have discussed this numerous times (and will continue to do so), but I hope the additional thoughts...
02
May

Tax Managed Portfolios | Explain the “Why” | Diversifying in All Aspects Making the Case: 3 Tips for Better Investing

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Tax Management is a Strong Pick As a senior client portfolio manager at CLS Investments and a self-proclaimed investment strategist, I get asked every day how best to build a portfolio to fit an investor’s unique needs. It is a task I enjoy, but...
01
May

Efficient Markets, Meet: PEOPLE

  Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager If you haven’t heard, Zoom Video Communications went public on April 18, 2019, under the ticker ZM. Full disclosure, we use Zoom video conferencing around the office, and it’s quite nice, especially in today’s workplace with travel and remote employees....
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...
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...
28
Nov

Win by Losing Less

Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager Risk Budgeting focuses on the management of volatility in client portfolios. This manifests itself in the most apparent form for clients during market corrections, where “risk” and “volatility” move from being vague statistical measures to “Wait, how much money did I...
07
Nov

U.S. Economy: 3 Strengths and Weaknesses

Content Provided by Kostya Etus, CFA, Senior Portfolio Manager There are many drivers of the economy and the financial markets which are always present. It is important to evaluate them, determine which may be the most important, and help address investor concerns. Each month, the CLS Portfolio Management team discusses the various reasons markets could...