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All About The Rates

In modest fashion, the U.S. Federal Reserve (the Fed) often dominates headlines, and it has been no different during the recent period of transitioning monetary ...
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March 2024 Market Recap

The equity market’s 10.56% rally during the first quarter of 2024 resulted in the S&P 500® Index reaching a new all-time high. The S&P 500® ...
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Quality Comparison: Minimum Volatility and High Dividend

In a world full of uncertainty, the familiarity and durability offered by the quality factor is increasingly important for investors...
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February 2024 Market Recap

The equity market’s 5.34% rally during February led the S&P 500® Index to close the month at an all-time high. From the start of the ...
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Quality Matters

In the world of investing, factors are nothing new and are often used as a tool for diversification. With factor-based approaches, however, many investors often ...
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An Update on VRP

January 2024 Volatility Briefing The equity market climbed to all-time highs in January while the Cboe® Volatility Index (the VIX®) ascended from the 2023 low ...
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2023 Active PutWrite Commentary – Q4

Read our Q4 Active Putwrite Commentary for a review of strategy performance and positioning during the quarter.  2023 Q4 Active Putwrite Commentary
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Avoid Distraction

A U.S. presidential election year has arrived, and investors might be bracing themselves for the onslaught of campaign commercials and political distractions. Add to the ...
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January 2024 Market Recap

The equity market rally from the end of 2023 carried into January, although not without bumps along the way. From the start of the year ...
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2023 Active Overwrite Commentary – Q4

Read our Q4 Active Overwrite Commentary for a review of strategy performance and positioning during the quarter.  2023 Q4 Active Overwrite Commentary
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