In this new white paper, we discuss how covered calls benefit a clients portfolio.
Download April 2017 White Paper
Q1 2017 Covered Call Commentary
Q4 2016 Covered Call Commentary
Q4 Macro Commentary
Radical Uncertainty: In this quarter’s commentary, we offer our perspectives on how investors should approach the high level of uncertainty currently facing the markets. We highlight the many factors likely to influence markets over the near-term and discuss prudent strategies to tackle these issues.
Q3 2016 Covered Call Commentary
Q3 Macro Commentary
Full Employment Economy Changes Little: In this quarter’s commentary, we discuss that while most Federal Reserve officials agree that the economy is approaching full employment, what they can’t agree on is what should happen next. Economic growth and inflation remain stubbornly low, so the path forward for the Fed will be challenging.
The Quest for Yield
In this new white paper, we discuss the lack of yield in the financial markets and how covered calls might be a useful tool to help investors generate income.
Download August 2016 White Paper
Q2 2016 Covered Call Commentary
Q2 2016 Macro Commentary
Rate Hikes prove Challenging: In this quarter’s commentary, we discuss the Federal Reserve’s interest rate policies and why they have remained sidelined in 2016 when most market watchers had predicted rising rates this year.
Downside Capture Analysis
In this white paper, we discuss the downside capture analysis of the Van Hulzen Covered Call Strategy
Download July 2016 White Paper