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).

Escaping the Devil’s Bargain: Avoid the Trap in Passive Derivative Income Strategies Investors diving into passive covered call strategies in pursuit of yield might have made a 'devil’s bargain'. Research into such strategies indicates a strong negative relationship between income and total return. We explore this research and how a highly active approach may be the antidote to the dilemma.

Mess Around... And Find Out: Implications of the Never-Ending Drama & Trajectory of U.S. Finances “Mess Around & Find Out”: U.S. politicians keep messing around with the nation's creditworthiness. Examine the drivers and dangers of Downgrades, Debt, Deficits, & Demographics.

Bank Failures 2023 & The Dangers Still Lurking Beneath the Surface The bank failures in 2023, principally with mid-sized, regional banks, are a direct consequence of bad policy decisions. Examine the causes of 2023 bank failures and potential for larger financial contagion.

Geopolitical Risk: A Long-Dormant Threat Awakens Geopolitical risk has not been on most investors' radars for years. But it's rearing its ugly head now. Examine the current converging geopolitical risks and drivers of market uncertainty.

The Correlation Conundrum | When Everything is Down, The Only Thing Up is Correlations Diversification didn’t just fail in 2022, it's been broken since the Global Financial Crisis 15 years ago. We explore the causes of broad asset class correlation convergence and implications for portfolio construction.

Rising Inflation & Interest Rates: Culprits Behind Market Turmoil How inflation and rising interest rates negatively impacted so many different investments around the globe.

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.

You Can't Fight the Fed - One Constant in a World of Change The Fed was finally forced to reverse course after inflation rocketed to levels not seen since the early 1980’s. Given the choice between continued high inflation and the risk of instigating a recession, the Fed has clearly picked its poison.