Caleb Conlin

August 2020 Market Recap

The S&P 500® Index returned 7.19% for the month of August, bringing its year-to-date return to 9.74%. As the nation continued to navigate fits-and-starts in economic ...
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July 2020 Market Perspective

Despite the huge contraction in economic activity and corporate profitability during the second quarter of 2020, the U.S. equity market mounted an impressive rally, ending ...
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July 2020 Market Recap

The S&P 500® Index returned 5.64% for the month of July, bringing its year-to-date return to 2.38%. As portions of the nation began to restart some ...
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June 2020 Market Perspective

Investors who seek to reduce equity market exposure while accessing the potential risk-adjusted, return-enhancing benefits of the option market’s propensity to overprice future volatility can ...
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June 2020 Market Recap

The S&P 500® Index returned 20.54% in the second quarter, bringing its year-to-date return to -3.08%. The strong advance was driven by macroeconomic data that was ...
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May 2020 Market Perspective

The S&P 500® Index has climbed over 35% from its 2020 low on March 23 and, as of May 29, was less than 10% below its ...
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May 2020 Market Recap

The S&P 500® Index returned 4.76% for the month of May, bringing its year-to-date return to -4.97%. As economic data continued to reflect COVID-19 related deterioration, ...
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April 2020 Market Perspective

Investment strategies that combine broad-based equity market exposure with index option writing offer the potential for a consistently lower risk profile and enhanced risk-adjusted return. ...
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April 2020 Market Recap

The S&P 500® Index climbed 12.82% in April as a partial market rebound was driven by hope that the severe economic retrenchment caused by efforts to ...
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March 2020 Market Perspective

Measures taken to prevent the spread of COVID-19 have caused radical changes to our everyday lives. We have had to adjust how we work, play, ...
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