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Investment Strategy Insights
Puts Provide Market Insurance
Joe Halpern, Portfolio Manager
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December 7, 2018
Insurance is purchased for almost every aspect of our lives from health and disability to our homes and cars in order to protect us...
Investment Strategy Insights
Consider Mitigating Market Uncertainty via Option Strategies
Joe Halpern, Portfolio Manager
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November 9, 2018
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
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October 5, 2018
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
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September 6, 2018
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
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August 20, 2018
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
-
August 20, 2018
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
-
August 10, 2018
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
-
August 10, 2018
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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