Our federal government is operating at substantial deficits. While that may add to the risk of a debt crisis, we think the real risk for investors is losing purchasing power. JD recently spoke with David Dierking of IBD about our approach to embracing risk assets, using options as guardrails.
Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward looking statements cannot be guaranteed. This commentary offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns.
Beta is a measure of the volatility of a security compared to the market as a whole (usually the S&P 500). Convexity is the curvature in the relationship between bond prices and interest rates, reflecting the rate at which the duration of a bond changes as interest rates change.
All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with an investment & tax professional before implementing any investment strategy. Principal loss is possible. Advisory services are offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level or skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm’s Form ADV Part 2, which can be obtained, at no charge, by calling (251) 517-7198. Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama.
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