The Best Kept Secret… An Introduction to IPS Custom Structured Notes (Index Treasury Notes)

The Best Kept Secret… An Intoduction to IPS custom strucutred notes Index treasury notes The Investment Secret of the Pros Since the first neanderthals realized that you can store grain over the winter and have more to plant next spring, people from all walks of life have puzzled over the problem of maximizing their investment returns while minimizing, or completely avoiding, losses. This is the “financial-planning paradox.” The Oracle of…

The Ideal Investment for Today’s Market Environment

“In today’s uncertain market environment, everybody would want to put certainty back in their investment portfolio. You can’t get more certainty than U.S. Treasuries and exchange-traded options to deliver the peace of mind we all want.” The truth is that nobody knows what the market will do, so let’s do this. Invest most of our portfolio in one-year U.S. Treasury Bills and use the future interest today to buy index options giving…

Should You Buy the Dip?

Should You Buy The Dip? What everybody wants to know Is this a good time to buy the dip, hold your current positions, or  go to cash?  I’ve been in this business for over 30 years, and I have learned some  tough lessons: Market timing is a fool’s game. People confuse being lucky for being good. Buying and holding for the long term is a strategy that, near retirement, can…