CLS Investments, LLC
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CLS delivers financial solutions primarily through an investment methodology called risk budgeting, which strives to keep the level of risk within a portfolio constant, even as conditions within the investment environment change. Professional money manager and SEC registered investment advisor that partners with financial professionals to help individual clients achieve investing goals.
CLS Investments, LLC
3y ago
Financial progress comes second only to goals around diet and exercise when it comes to New Year’s resolutions, and yet, many folks don’t know where to get started when it comes to mapping out a financial future. While most of our resolutions understandably tend to be proactive, there is often just as much to be...
The post CLS Blog first appeared on CLS Investments, LLC ..read more
CLS Investments, LLC
3y ago
If you’re a financial advisor serving young families, you need to talk about education expenses. Here’s what to say during National College Savings Month.
The post What to Talk About with Clients During National College Savings Month first appeared on CLS Investments, LLC ..read more
CLS Investments, LLC
4y ago
Berkshire Hathaway Annual Shareholder Letter I’m delighted to say that the (very) unofficial start of spring was this weekend. Warren Buffett’s annual shareholder letter was released, and that starts the countdown to the annual shareholder meeting in early May. Since 1965, many of Buffett’s quips, quirks, advice and insights have come from these letters. While ..read more
CLS Investments, LLC
4y ago
By Kostya Etus, CFA, Co-Director of Research and Senior Portfolio Manager Did you know we regularly publish articles on ETFTrends.com? Here are the top five most-read blogs posted by our team in 2019. Looking over them provides some insight into our thinking over the last year. No. 5 ETF Trends: CLS Investments’ ETF Dashboard by ..read more
CLS Investments, LLC
4y ago
By Marc Pfeffer, Chief Investment Officer As we saw coming into 2019, the best laid plans generally miss the mark when predicting markets. This is one reason the individual investing experience of many investors lags the market by so much. Forecasting is a tough business. But investment planning doesn’t need to be. Stock Market Outlook ..read more
CLS Investments, LLC
4y ago
CLS Investments believes investors should keep their eye on three big things in the asset management world heading into the new year: politics, China and the Fed, and whether the U.S. is headed for an expansion or a recession ..read more
CLS Investments, LLC
4y ago
By Rusty Vanneman, CFA, CMT – Chief Investment Officer, Orion What is the difference between a passive and an active investment portfolio? The passive strategy attempts to match a benchmark’s return (before fees) and risks over time. Success is defined as having a low tracking error. An active fund, however, differs from a benchmark as ..read more
CLS Investments, LLC
4y ago
By Rusty Vanneman, CFA, CMT – Chief Investment Officer, Orion Risk can be defined in different ways, but the ultimate risk is not meeting one’s investment objectives. The biggest reason investors do not meet their goals is an inability to stick with an appropriate investment plan. There are two primary reasons investors get off course ..read more
CLS Investments, LLC
4y ago
Orion Advisor Solutions Chief Investment Officer Rusty Vanneman recently presented during a S&P Dow Jones Indices webinar about the growing range of strategies for advisors to consider as you recalibrate client portfolios to account for what has become a consistently volatile market ..read more
CLS Investments, LLC
4y ago
While being informed is a good thing, we address, in the spirit of Halloween, why investors need to be wary about how they react to headlines and why there is no need to be scared for their investment returns ..read more