Investing is about having a plan to leverage savings for the purpose of satisfying life’s ambitions. And when times get tough, as they always do in investing, it helps to have people you can trust, have confidence in, and who are familiar. All bring about a sense of peace and satisfaction when the volatility cycles higher and markets become choppy.
Download Q3 2014 commentary
Q2 2014 Macro Commentary
We discuss today’s valuation and the “casual” outlook towards future risks.
Download Q2 2014 commentary
Q1 2014 Macro Commentary
We discuss the FED and how their actions create opportunities in the municipal bond market
Download Q1 2014 commentary
Van Hulzen wins Public Pension Covered Call Mandate
East Bay Municipal Utility District chooses for Covered Calls
2014 Outlook
We discuss various investing themes for 2014 in what we believe is a fully valued market
Download January 2014 commentary
Looking Ahead: Rising Volatility for most Portfolios
We discuss how volatility is not constant and the influence on investment portfolios
Download October 2013 commentary
The Bright Side of Higher Rates
We discuss how the interest rate rise over the last quarter has improved the long term prospects for the conservative portion of the investors balance sheet
Download July 2013 commentary
Beyond Treasuries & Municipalities
Finding Yield without Sacrificing Quality: We discuss the lack of yield and how we find good yielding assets without sacrificing the quality of the underlying security
Download April 2013 commentary
Increased Visibility & Income Scarcity
We discuss how to steer through an improving economy, unproven monetary policy, low yield environment and opportunities in the different asset classes
Download January 2013 commentary
BornTo Sell interview
Craig Van Hulzen discusses the long-term track record of our covered call strategy as well as the Iron Horse Fund
Download December 2012 Interview