Guests: CLS Analysts Michael Hadden, Dustin Dorhout, and Aleck Liu. [2:30] A play-by-play of some of the wildest swings in December, starting with the yield curve inversion, and major factors that sparked the increase in market volatility. [11:04] What we think about a potential looming recession, and reasons investors should be optimistic in 2019. [18:50] CLS’s team of analysts sit down to discuss the tools they use to assess the markets. Plus, their thoughts on the managerial style of their immediate supervisors.

24-CLS-1/8/2019

Guests: Dean Cook, CEO of FTJ FundChoice and Julie Lane, Head of Human Resources at Northstar Financial Services. [1:36] We dig into some of the biggest reasons 2018 was a tough year in the markets and how we’re staying focused in the new year. [3:55] CLS Chief Investment Strategist Marc Pfeffer explains what the yield...

Guests: Dean Cook, CEO of FTJ FundChoice and Julie Lane, Head of Human Resources at Northstar Financial Services. [1:36] We dig into some of the biggest reasons 2018 was a tough year in the markets and how we’re staying focused in the new year. [3:55] CLS Chief Investment Strategist Marc Pfeffer explains what the yield curve inversion could mean for the markets moving forward. [14:22] In a special interview, FTJ FundChoice CEO Dean Cook discusses how advisors will benefit from the unification of CLS’s and FTJ’s TAMP offerings. [19:36] Plus, Northstar V.P. of Human Resources Julie Lane talks about how we’re filling our organization with excellence and her advice for anyone hoping to enter the financial industry.

2203-CLS-12/27/2018

Guest: Shana Sissel, CLS Portfolio Manager. [2:15] We still have many reasons to keep the faith in global investing despite a rough year in some segments of the market. Also, we break down the opportunities that come with market volatility. [18:47] A discussion on how the growing financial influence of women is creating new opportunities for advisors. Plus, the connection between Christmas tree sales and overall holiday spending. [25:48] CLS Portfolio Manager Shana Sissel shares the story of her upbringing as the daughter of a Boston-area police officer and her experience living through two separate terrorist attacks on U.S. soil.

2162-CLS-12/11/2018

Guest: Paul Baiocchi, VP, ETF Business Development at Fidelity Institutional Asset Management. [1:23] Why we believe the markets could finish the year on a strong note. [4:26] CLS Senior Portfolio Manager Kostya Etus discusses how we can focus on controlling risk during choppy markets – why a globally balanced portfolio can benefit investors – and...

Guest: Paul Baiocchi, VP, ETF Business Development at Fidelity Institutional Asset Management. [1:23] Why we believe the markets could finish the year on a strong note. [4:26] CLS Senior Portfolio Manager Kostya Etus discusses how we can focus on controlling risk during choppy markets – why a globally balanced portfolio can benefit investors – and the story of the first ETF. [24:44] Special Guest Paul Baiocchi with Fidelity talks about Fidelity’s ETF efforts, what investors should look for when shopping for an ETF, and what attributes make a good financial advisor.

2117-CLS-11/23/2018

Guest: John Diehl, Senior Vice President of Strategic Markets for Hartford Funds. [1:25] How CLS portfolios fared in a rough month for the markets and what we expect moving forward. [9:00] CLS Senior Portfolio Manager Case Eichenberger discusses whether the October correction fits the technical definition of a “correction.” Plus, is CLS interested in including...

Guest: John Diehl, Senior Vice President of Strategic Markets for Hartford Funds. [1:25] How CLS portfolios fared in a rough month for the markets and what we expect moving forward. [9:00] CLS Senior Portfolio Manager Case Eichenberger discusses whether the October correction fits the technical definition of a “correction.” Plus, is CLS interested in including Bitcoin in portfolios? [29:12] Guest John Diehl with Hartford Funds discusses the 8,000 days of retirement and three questions that are essential to predicting quality of life in the future.

2077-CLS-11/6/2018