Insights

Sharing the thought process behind our strategies keeps you informed
Interest Rates Moving Higher: What Alternatives do Your Clients Have?

Interest Rates Moving Higher: What Alternatives do Your Clients Have?

The Federal Reserve raised rates last Wednesday by a quarter percent or 25 basis points. Some advisors recently have expressed concerns for clients sitting in bond funds. Others have asked about alternatives that would provide bond like returns. First, let’s review why some clients might be worried about a rising rate regime in their portfolios.

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HIPOS Weekly Update: Down the Middle

HIPOS Weekly Update: Down the Middle

With 8 days until expiration our current HIPOS primary trade, the underlying index is in the middle range of both our short call and short put strikes. As of the close Tuesday, the Russell 2000 Index sits 8.35% below the short call strike and 10.54% above the short put strike. The index level is benefiting both sides of the positions currently.

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