With market volatility spiking, I thought it would be a great time to describe in detail how our options strategies work. On the first example on the top of this email, we will outline how selling cash-secured puts work. If a stock we believe is worth $40 is trading at $32, we might think the...Read More

Many investors, especially retirees, understandably are focused on generating income from their investments.  Historically, bonds have been one of the best ways to achieve that, with less volatility than equities.  While history can be a fantastic guide to what can potentially happen in the future, looking at recent data on fixed income returns could not...Read More