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.