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Directions Newsletter

Todd P. Clarke, President Directions, Winter 2009
Todd P. Clarke
President

The Power of Exchanging Return on Investment for Return on Life


In this issue of Directions, CLS President Todd Clarke discusses the shift in thinking between Return on Investment and Return on Life, critical items to consider when building a solid long-term financial plan, and how you can get the most out of your important relationship with your financial adviser.

 

Past Directions Newsletters

DateArticle TitleDescriptionAuthorAuthor TitlePDF
Winter 2009The Power of Exchanging Return on Investment for Return on Life Todd P. ClarkePresident view
Fall 2009Great Expectations Robert M. Jergovic, CFAChief Investment Officer view
 A Changing World, A Changing Firm Todd P. ClarkePresident view
Spring 2009Getting Back to the Fundamentals Scott R. Kubie, CFADirector of Research view
Winter 20092008 and BeyondWhat Happened and What to ExpectJ.J. Schenkelberg, CFASenior Portfolio Manager view
Fall 2008Keeping PerspectiveA Look at the Big PictureW. Patrick ClarkeCEO view
Summer 2008Inflation, Recession, and OilWhat’s An Investor To Do?!Steve Donahoe, CFAPortfolio Manager view
Spring 2008Opportunities Within Today’s Volatile Market Robert M. Jergovic, CFAChief Investment Officer view
Winter 2008Retirement RealitiesChallenges Facing Baby BoomersTodd P. ClarkePresident view
Fall 2007Market Risk OutlookLooking Beyond Sub-PrimeScott R. Kubie, CFADirector of Research view
Summer 2007A Kitchen Table View of M&A J.J. Schenkelberg, CFASenior Portfolio Manager view
Spring 2007Depression, Recession, or Merely Correction? Robert M. Jergovic, CFAChief Investment Officer view
Winter 2007CLS and Your Financial ProfessionalPartners in Your Financial GoalsTodd P. ClarkePresident view
Fall 2006Risk BudgetingA Money Management TechniqueScott R. Kubie, CFAExecutive Vice President view
Summer 2006Market Volatility Increases During the Second Quarter Robert M. Jergovic, CFAChief Investment Officer view
Spring 2006Deliver: One Key Element of the Corporate Philosophy J.J. Schenkelberg, CFASenior Portfolio Manager view
Winter 2006Believe, Deliver and PartnerThe CLS Corporate PhilosophyTodd P. ClarkePresident view
Fall 2005Play BallFall 2005Robert M. Jergovic, CFAChief Investment Officer view
Summer 2005Change is in the Air Scott R. KubieDirector of Research view
Spring 2005Inflation, Interest and Energy, Oh My J.J. Schenkelberg, CFASenior Portfolio Manager view
Winter 2004A Year In Review Robert M. Jergovic, CFAChief Investment Officer view
Summer 2004A Two-Story Market EnvironmentLots of Little Highs and LowsRobert J. JergovicChief Investment Officer view
Spring 2004Playing Offense and Defense - A Strategy for All Market EnvironmentsRobert JergovicChief Investment Officer view
Winter 2003Winter 2003. A New Year's Resolution To Keep Staying the Course W. Patrick ClarkeCEO view
Fall 2003The Power of PersuasionMarket Indicators Impact Portfolio AllocationsScott R. KubieDirector of Research view
Summer 2003Feeding the BullEconomic Fuel May Finally Drive EconomyRobert (Bob) JergovicChief Investment Officer view
Spring 2003Your Risk BudgetA Spending Allowance for Your PortfolioScott KubiePresident and Director of Research view
Winter 2002Putting Investors FirstThe Benefits of Advisory FeesW. Patrick ClarkeCEO view
Fall 2002Improving Value for YouAn Interview with John Philo, Senior Portfolio Manager for Clarke Lanzen Skalla Investment Firm, Inc.John PhiloSenior Portfolio Manager view
Summer 2002Back to the BasicsAn Interview with Scott Kubie, Director of Research/Portfolio Manager for Clarke Lanzen Skalla Investment Firm, Inc.Scott KubieDirector of Research/Portfolio Manager view
Spring 2002New BeginningsAn interview with Robert Jergovic, Chief Investment Officer of Clarke Lanzen Skalla Investment Firm, Inc.Robert JergovicChief Investment Officer view
Winter 2002Light at the End of the TunnelAn Interview with Tony Riggs, Chief Investment Officer of Clarke Lanzen Skalla Investment Firm, Inc.J. Anthony RiggsChief Investment Officer view
Autumn 2001Where do we go from here?An Interview with Patrick Clarke, CEO and President of Clarke Lanzen Skalla Investment Firm, Inc.W. Patrick ClarkePresident & CEO view
Summer 2001The Economy Tug-Of-WarAn interview with Scott Kubie, Investment Portfolio ManagerScott KubiePortfolio Manager view
Spring 2001Stop the Market, I Want to Get OffAn article by Robert M. Jergovic, CFARobert M. Jergovic, CFAPortfolio Manager view
Winter 2001Staying Invested through a Market CorrectionCLS Puts Market Volatility in PerspectiveRandal D. SkallaChief Investment Officer view
Autumn 2000A Disciplined Investment StrategyIt's Not Just for Bull Markets AnymoreJ. Anthony RiggsSenior Portfolio Manager view
Summer 2000An Old Look at the New EconomyInvestors Find that Old Rules Apply, Even to Technology SectorJ. Anthony RiggsSenior Portfolio Manager view
Spring 2000What Goes Up, Must Calm Down New & Old Economies Meet Somewhere in the MiddleRandal D. SkallaChief Investment Officer view
 Be of Good Cheer, My Friends...The True Sign of a Good Investor - One Who Sleeps Well at Night.W. Patrick ClarkeCEO view
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