Investment Strategy Insights

Investment Strategy Insights

Consider Mitigating Market Uncertainty via Option Strategies

Joe Halpern, Portfolio Manager -
In early September I wrote about the effects of uncertainty on financial markets and investing. There is a high level of correlation between fear...
Investment Strategy Insights

Looking for a Conservative Defined Outcome Alternative for Fixed Income?

Joe Halpern, Portfolio Manager -
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...
Investment Strategy Insights

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

Joe Halpern, Portfolio Manager -
John walks into a deli and asks what sandwiches are available. The counter guy responds that there are two choices: A turkey hoagie or...
Investment Strategy Insights

Bull or Bear – Does it Matter Today?

Matt Ferratusco, CIPM, Portfolio Manager -
You’re hearing it every day – the bull market will become the longest in history this week, officially on Wednesday, August 22, 2018. The...
Investment Strategy Insights

Bull or Bear – Does it Matter Today?

Matt Ferratusco, CIPM, Portfolio Manager -
You’re hearing it every day – the bull market will become the longest in history this week, officially on Wednesday, August 22, 2018. The...
Investment Strategy Insights

How Quickly Could a Bear Market Unfold?

Matt Ferratusco, CIPM, Portfolio Manager -
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...
Investment Strategy Insights

How Quickly Could a Bear Market Unfold?

Matt Ferratusco, CIPM, Portfolio Manager -
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...
Investment Strategy Insights

How Much Protection Do Longer Term Buffered Products Actually Provide?

Joe Halpern, Portfolio Manager -
Barron’s wrote a cover article, “The Annual 50 Best Annuities Review”, in their July 22, 2018 edition with a section that highlighted the growing...
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