Investment Strategy Insights

How Much Protection Do Longer Term Buffered Products Actually Provide?

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...

How Much Protection Do Longer Term Buffered Products Actually Provide?

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...

Historical Market Patterns Show No Indication A Bear Market Is Imminent

We are currently in the second longest bull market in history. In just a few short months, it is set to become the longest, even...

Historical Market Patterns Show No Indication A Bear Market Is Imminent

We are currently in the second longest bull market in history. In just a few short months, it is set to become the longest, even...

Is It Time for a Costless Collar on the Market?

One of the ultimate strategies for a concentrated position is the zero-cost collar. The scenario presents itself when an investor has a large position,...

Is It Time for a Costless Collar on the Market?

One of the ultimate strategies for a concentrated position is the zero-cost collar. The scenario presents itself when an investor has a large position,...

Knowing Enough to Know What I Do (and Don’t) Know

Recently, Jim O’Shaughnessy posted a series of tweets recounting some of the things he has (and admittedly hasn’t) learned over his 30-year career. My take...

Knowing Enough to Know What I Do (and Don’t) Know

Recently, Jim O’Shaughnessy posted a series of tweets recounting some of the things he has (and admittedly hasn’t) learned over his 30-year career. My take...

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

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

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Markets Gone Wild: April 2025 HANDLS Monthly Report

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

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