Investment Strategy Insights

Puts Provide Market Insurance

Insurance is purchased for almost every aspect of our lives from health and disability to our homes and cars in order to protect us...

Consider Mitigating Market Uncertainty via Option Strategies

In early September I wrote about the effects of uncertainty on financial markets and investing. There is a high level of correlation between fear...

Looking for a Conservative Defined Outcome Alternative for Fixed Income?

On a recent trip to the Baltimore/Washington D.C. region, I had the opportunity to meet with several financial advisors over lunch to discuss their...

Effects of Uncertainty on the Markets and How Defined Outcomes Can Help

John walks into a deli and asks what sandwiches are available. The counter guy responds that there are two choices: A turkey hoagie or...

Bull or Bear – Does it Matter Today?

You’re hearing it every day – the bull market will become the longest in history this week, officially on Wednesday, August 22, 2018. The...

Bull or Bear – Does it Matter Today?

You’re hearing it every day – the bull market will become the longest in history this week, officially on Wednesday, August 22, 2018. The...

How Quickly Could a Bear Market Unfold?

Any day now, the S&P 500 is poised to break back above its all-time high, and will officially become the longest bull market in...

How Quickly Could a Bear Market Unfold?

Any day now, the S&P 500 is poised to break back above its all-time high, and will officially become the longest bull market in...

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The Volatility Trader’s Reality Check: Markets Do What Markets Do

For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.

Markets Gone Wild: April 2025 HANDLS Monthly Report

April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.

How Advisors Can Prepare for Turbulent Times by Exploring a Risk Balanced Approach

Explore Catalyst Funds | Explore Rational Funds Most investors intuitively understand...