Investment Masterminds Advisor Spotlight David Symecko

Hedged Equity: For the Best of Times, For the Worst of Times Active hedged equity strategies are a full market cycle solution, serving investors in both bear markets and bull markets, by mitigating risks of major losses without forcing a cap on upside market participation.

The Case for Active Management of Hedged Equity Passive hedged equity strategies may leave investors unprotected and feeling too much pain in bear markets, yet cap much of their upside in bull markets. Explore how an active management approach to hedged equity may better position investors to purse growth while mitigating bear market losses.

Investment Masterminds Advisor Spotlight Cary Carbonaro

Quarterly Update 2024 Q2 Q2 2024 Quarterly Update. Topics will include commentary on current market conditions, performance reports regarding our suite of hedged equity solutions, and research/analysis.

Investment Masterminds Advisor Spotlight with Nesso Wealth

Maximizing Opportunities in Derivative Income with an 'Active-Active' Approach Identify the benefits of a derivative income strategy that combines active management of both the underlying stocks and the options strategies for investors seeking more sustainable income and capital appreciation.

Investment Masterminds Advisor Profile Holly Mazzocca