Latest Articles

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?

Pandemic Versus The Fed: Are Stocks Overvalued Or Not?

While it is normal for the market to recover before the economy, the market’s more than 50% increase since its trough in March raises questions about valuations. Has the market got ahead of its fundamentals? These questions are particularly relevant with the economic recovery still so uncertain.

ESG Takes Over Wall Street: But What Do Those Letters Mean?

References to "ESG" principles doubled last quarter and a full 35% of S&P 500 constituents talked about injustice and equality on their earnings calls. It's a smart choice. When real returns are compressed, realistic investors seek different rewards and adroit wealth managers need to find other value levers to justify fees while performance recovers. Aligning the portfolio with the client ethos is a great place to start.

Get Beyond "Red Stocks And Blue Stocks" As Election Heats Up

Nothing is guaranteed, of course. What is said during a campaign and the reality of what is implemented once in office, are two completely different things – its politics after all. This discrepancy is likely to be even greater due to the uncertainty and costs associated with COVID-19. So why not simply weigh possible scenarios and the potential impact on different sectors of the U.S. economy?