Commentaries

Recent

Ken Fisher: Why I Love Chinese Stocks Right Now

Poor Western pundits have gone “tech blind,” the high-profile advisor proclaims. Big tech stocks are all they see in America, China and beyond.

Commentaries

When it Comes to Custodians, Advisors Shouldn’t Settle for Less

One of the most important decisions an independent investment advisory firm can make is its choice of custodian.

Commentaries

Chasing 5% Yields (Or At Least Beating Inflation) Is Still Possible

The Fed's interventions in the Treasury market ensure that real yields are not only negative but unattractive as income instruments even on a coupon rate basis. There's little risk of losing your principal with the Fed poised to redeem your paper, but that's only peripheral comfort when your clients need the income.

Commentaries

Chasing Income, Sacrificing Alpha: Covered Calls For All Advisors

Writing covered calls is a perennial strategy when otherwise good stocks stall and investors who need current income want to hold on for better long-term upside. Unless you want to manage a sprawling and volatile options book, exchange-traded projects do all the heavy lifting on an automated basis. But even in that automated environment there are still choices: how much income should we reach for, how far do we think the stocks themselves can move before the monthly expiration window closes?