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Insights

When the Bills Are Due

With the return of the Trump Administration, there is uncertainty about the potential impact of recently implemented policies and impending changes...
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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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January 2025 Market Recap

It was a busy start to 2025 as investors digested the U.S. Federal Reserve’s (the Fed) decision to pause its recent string of interest rate ...
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December 2024 Market Recap

The S&P 500® Index returned 2.41% in the fourth quarter of 2024, with monthly returns of -0.91%, 5.87%, and -2.38% in October, November, and December, ...
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2024 Active PutWrite Commentary – Q4

Read our Q4 Active Putwrite Commentary for a review of strategy performance and positioning during the quarter.  2024 Q4 Active Putwrite Commentary
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