Category: Stock Market

24
Jul

In Our Current Volatile Market, Hold On for One More Day

From Y2K to 9/11 to the European debt crisis to Brexit, there will always be reasons not to invest in the stock market.  The latest reason? An ongoing trade dispute between the world’s two largest economies, China and the United States. After the U.S. announced expanded tariffs on Chinese goods, and China has responded in...
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....
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....
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...
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...
18
Jun

Expected Stock Market Returns = World Cup Champion?

Content Provided by Michael Hadden – Junior Research Analyst The world’s attention will stay tuned to Russia over the next month as the 2018 World Cup has officially begun. The 2014 World Cup final alone drew more than a billion viewers, with the entire competition reaching an in-home audience of 3.2 billion people. There’s no...
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...