All underlying fund holdings added to absolute return. Within equities, US large-cap and US value equities posted the largest ...

Given the latest market run, I am getting a lot of questions about chasing returns and individuals comparing themselves to the S&P 500 index. The flaw of human nature is that whatever we have is ...

The investment seeks total return. The fund's primary strategy consists of selling and purchasing put and call options on equity indexes and exchange traded funds. The sale of put options generates ...

The strategy I discuss today achieves two goals simultaneously: it reduces taxable income by 30% per year and generates a positive 16.7% investment return annually. This combination is rare and highly ...

Monthly investments of as little as $500 can turn into millions of dollars when you are set to retire. There are a number of ETFs that can help you get the necessary returns to become a ...

that targets one of the biggest financial challenges: high taxes. In my work, I have encountered many individuals who struggle with the burden of excessive taxation. This article explains how a ...