Insights

Avoid Distraction

02/15/2024 Market Perspective
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

02/14/2024 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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2023 Active Overwrite Commentary – Q4

02/06/2024 Active Overwrite Commentary
Read our Q4 Active Overwrite Commentary for a review of strategy performance and positioning during the quarter.  2023 Q4 Active Overwrite Commentary
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2023 Flagship (Index/RA) Commentary – Q4

02/06/2024 Flagship (Index/RA) Commentary
Read our Q4 Flagship (Index/RA) Commentary for a review of strategy performance and positioning during the quarter. 2023 Q4 Flagship (Index/RA) Commentary
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Expectations vs Reality

01/16/2024 Market Perspective
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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