USA TODAY: Why I still hate annuities: Here are the reasons these investments are bogus by Ken Fisher “I’d die and go to hell before selling an annuity” (to you or anyone). You may have seen me on my firm’s long-running TV ads saying that. Over the top? Yep! That bluntness aims to cut through the soft, misleading, and in my opinion, near-criminal “guarantees” annuity firms have peddled for decades…
IPS In The News
Hedging Oil Volatility
Hedging Oil Volatility November 1, 2021 Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX Adjunct Professor, University of Denver & University of Colorado West Texas Intermediate crude is up more than 60% in 2021 recently breaking 2014 high. Many traders are speculating that with ESG investments hitting 1.65 trillion in 2020 and the Covid-19 pandemic many companies have reduced their CAPEX. Unfortunately, these lower CAPEX levels appear to be…
What Makes a Great Financial Plan?
What Makes a Great Financial Plan? September 1, 2021 Dominick Paoloni, CIMA®CIO & FounderPortfolio Manager, IPSAXAdjunct Professor, University of Denver& University of Colorado I have found over my 30 + years in the financial community that most financial plans are very plain vanilla templates. Yes, all financial plans contain the six tenants of Tax Planning, Insurance Planning, Retirement Planning, Estate Planning, Cash Flow Planning, and Investment Planning. Most planners have…
The Best Looking Horse in the Glue Factory
The Best Looking Horse in the Glue Factory April 1, 2021 Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX Adjunct Professor, University of Denver & University of Colorado “The Democrats will print money wildly causing the dollar to crash, causing hyper-inflation which will put the market into a tailspin not seen since 1922”. This mantra is being spun by the mainstream media. Since the election I have gotten a…
Go Green with a Green Hedge
Go Green With A Hedge January 1, 2021 Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX Adjunct Professor, University of Denver & University of Colorado As the significant environmental and societal challenges facing us in the 21st century become ever more apparent, more and more investors are looking to invest in socially responsible ways. Recognition of the importance and power of sustainable, responsible, and impact investing is leading to a…
The Perfect Income Strategy
The Perfect Income Strategy September 20, 2020 Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX Adjunct Professor, University of Denver & University of Colorado Jay Powell, the head of the federal reserve bank who controls interest rates has said many times, “We are not thinking about, thinking about raising interest rates for a long, long time”. This means that pensions, endowments, retirees, and investment managers that rely on low…
Is Herd Mentality Driving Commodity Hedging?
Is Herd Mentality Driving Commodity Hedging? September 18, 2020 Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX Adjunct Professor, University of Denver & University of Colorado I recently read an article detailing how European airlines lost $4.66 Billion* last year through poorly managed fuel hedges. As a hedging practitioner who teaches commodity and financial markets hedging at the University of Colorado in Denver, I found this to be a…
How to Invest Your Portfolio in a Market Bubble
How to Invest Your Portfolio in a Market Bubble February 12, 2021 Dominick Paoloni, CIMA®CIO & FounderPortfolio Manager, IPSAXAdjunct Professor, University of Denver& University of Colorado George Soros, the Portfolio Manager of the infamous Quantum Hedge Fund boasts, “When I see a bubble, I rush in to buy it.” Soros is known for his legendary market returns achieved by investing in bubbles and getting out before they burst. Soros uses…
Will Diversification Survive Zero Interest Rates?
Will Diversification Survive Zero Interest Rates? July 29, 2020 Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX Adjunct Professor, University of Denver & University of Colorado At the time of writing this article, 32% of the global government bond market and 24% of the global aggregate bond market trade at negative yields. Foreign money is pouring into US Treasuries as one of the last places on Earth offering positive…
Should You Buy the Dip?
Should You Buy the Dip? March 29, 2020 Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX Adjunct Professor, University of Denver & University of Colorado On February 19, the market hit a high of 3386 and then proceeded to crash 35.43%, hitting a low of 2237 on March 23 due to growing concerns related to the COVID-19 virus. The market then rallied 13.59%, closing at 2541 on March 27,…
Why Don’t Advisors build their own Custom Defined Outcome Investments?
Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX November 12, 2019 by Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX Adjunct Professor, University of Denver Adjunct Professor, University of Colorado I have the good fortune to teach and lecture at two respected universities, the University of Denver and the University of Colorado. Most of my lectures and classes center around how our firm uses tools to define tomorrow’s risk…
PM Market Update Going Into November 2019
Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX [/av_heading] [av_textblock size=” font_color=” color=” av-medium-font-size=” av-small-font-size=” av-mini-font-size=” av_uid=’av-jrb9luwp’ admin_preview_bg=”] November 1, 2019 by Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX Adjunct Professor, University of Denver Adjunct Professor, University of Colorado Last week I gave a lecture to an investment class at the University of Colorado on “Diversification vs Hedging,” not unlike a recent video I sent you on…
