Category: Economy
114 posts categorized as "Economy"
2020 Market Forecast: The Best Laid Plans
January 27, 2020
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…
3 Big Things to Keep Your Eye on in 2020
January 2, 2020
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.
How to Perfectly and Ruthlessly Ruin Your Investment Portfolio
September 4, 2019
By Jeovany Zelaya, Client Portfolio Manager I’d like to give you a FREE step-by-step guide on how to fabulously and ridiculously end up with as little money as possible when it comes to your investment portfolio and, along the way, end up hating yourself. Ready!? Let’s go! 1. Don’t save anything at all. Spend everything…
Is a Recession Really That Bad?
August 1, 2019
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…
Making the Case: 3 Tips for Better Investing
July 23, 2019
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…
Making the Case: 3 Tips for Better Investing
June 14, 2019
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…
Making the Case: 3 Tips for Better Investing
May 10, 2019
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…
Making the Case: 3 Tips for Better Investing
May 2, 2019
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…
Efficient Markets, Meet: PEOPLE
May 1, 2019
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….
Making the Case: 3 Tips for Better Investing
April 16, 2019
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…