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.

Know What You Own To better inform due diligence, as well as, strategy and manager selection, we examine the different objectives and methodologies of various options-based strategies and also analyze synthetics to offer a deeper understanding of an option strategy's risk/return profile.

Episode 53 | "Center Stage: How to Become the Star of Your Practice" with Andree Mohr and Matt Ackermann

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.

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.

Options for Income: Reducing Interest Rate Risk with Derivative Income & Dividends Investors with income needs are wise to diversify the risk of being wholly dependent on the whims of the Federal Reserve monetary policy. Explore an active approach to derivative income, an alternative for investors seeking portfolio income: the Swan Enhanced Dividend Income ETF (SCLZ).

Quarterly Update 2024 Q1 Q4 2023 Quarterly Update. Topics will include commentary on current market conditions, performance reports regarding our suite of hedged equity solutions, and research/analysis.