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Insights

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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Expectations vs Reality

2023’s year-end rally helped mark the S&P 500® Index’s sixth strongest annual return in the last 25 years, seemingly fueled by optimism surrounding the direction ...
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December 2023 Market Recap

The S&P 500® Index returned 11.69% in the fourth quarter of 2023, with monthly returns of -2.10%, 9.13%, and 4.54% in October, November, and December, ...
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