Insights
July 2025 Market Recap
08/08/2025
Market Recap
The S&P 500® Index continued its march higher with a 2.24% return in July, bringing its year-to-date return to 8.59%. The S&P 500® Index reached ...
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2025 Active Overwrite Commentary – Q2
08/06/2025
Active Overwrite Commentary
Read our Q2 Active Overwrite Commentary for a review of strategy performance and positioning during the quarter. 2025 Q2 Active Overwrite Commentary
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2025 Active PutWrite Commentary – Q2
07/29/2025
Active PutWrite Commentary
Read our Q2 Active Putwrite Commentary for a review of strategy performance and positioning during the quarter. 2025 Q2 Active Putwrite Commentary
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June 2025 Market Recap
07/08/2025
Market Recap
After a negative first quarter of 2025 and near-bear market territory in April, the S&P 500® Index advanced 10.94% in the second quarter with returns of ...
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2025 Flagship (Index/RA) Commentary – Q2