The Trade-Off in Covered Call Strategies Covered Call Strategies and ETFs are growing in popularity as an alternative form of portfolio income, but investors should be aware of the inherent trade off between income and returns. April 17, 2025 - Marc Odo

A Deep Dive into Covered Call ETFs Covered Call ETFs (and Derivative Income Funds) have rapidly expanded in number and popularity, so understanding how these funds function, and the underlying options, is essential. April 11, 2025 - Marc Odo

How Upside Caps in Buffered ETFs are Determined 'What's My Cap?' - How are upside caps in Buffered ETFs determined? Understand the answer to this most common investor question and more regarding upside caps in buffered or defined outcome ETFs. March 31, 2025 - Marc Odo

Buffered ETF Performance & Options Pricing How are Buffered ETFs (or Defined Outcome funds) priced and how is their performance is measured throughout the outcome period? Learn that and more in this helpful deep dive from leaders in options strategies. March 27, 2025 - Marc Odo

A Deep Dive into Buffered ETFs Buffered ETFs, along with the Defined Outcome fund category, are rapidly expanding and evolving, offering new opportunities for managing risk and return with greater precision. As market conditions shift, understanding how these strategies function—and where they fit within a diversified portfolio—is essential. March 13, 2025 - Marc Odo

Short-Term vs. Long-Term Hedging | Corrections vs. Bear Markets Learn when you should utilize short-term vs long term hedging strategies and their key differences. December 16, 2022 - Marc Odo

DRS vs. Put Spread Collars Explore put spread collar strategies, their drivers of returns, risks, roles within a portfolio, and compare to the Defined Risk Strategy - Part of the Strategy Comparison Series September 2, 2021 - Marc Odo

DRS vs. Long/Short Strategies Low yields make generating income in retirement more difficult. However, an investment strategy that can minimize large losses and generate consistent returns over market cycles may sustain systematic withdrawals. See how the DRS can serve as a source of retirement cash flow. September 1, 2021 - Marc Odo

DRS vs. Buffered Outcome ETFs Explore buffered outcome ETFs, their drivers of returns, risks, roles within a portfolio, and compare to the Defined Risk Strategy- Comparing Hedging and Options Strategies August 31, 2021 - Marc Odo

What is a Collar Strategy? Explore collar strategies, their drivers of returns, risks, and roles within a portfolio - Part of the Comparing Hedging and Options Strategies Series August 19, 2021 - Marc Odo

DRS vs. Covered Call Strategies Low yields make generating income in retirement more difficult. However, an investment strategy that can minimize large losses and generate consistent returns over market cycles may sustain systematic withdrawals. See how the DRS can serve as a source of retirement cash flow. January 4, 2021 - Marc Odo

DRS vs. Collar Strategies Explore collar strategies, their drivers of returns, risks, roles within a portfolio, and compare to the Defined Risk Strategy - Part of the Strategy Comparison Series June 28, 2018 - Marc Odo

DRS vs. Low Volatility Strategies Low yields make generating income in retirement more difficult. However, an investment strategy that can minimize large losses and generate consistent returns over market cycles may sustain systematic withdrawals. See how the DRS can serve as a source of retirement cash flow. February 2, 2018 - Marc Odo