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 & Founder Portfolio Manager, IPSAX Adjunct 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…

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…

The Short-Volatility Trade Is Now So Big It’s Starting to Break

By Luke Kawa  and Yakob Peterseil – Bloomberg Markets – October 22, 2019,6:02 AM MDT – featuring Dominick Paoloni, IPS CIO & Founder, IPSAX Portfolio Manager & Patrick Hennessy, Head Trader, IPS Strategic Capital – One of the hottest strategies of the bull market for stocks may be getting too popular for its own good, placing billions of dollars and a slew of money managers at risk of being burned. Betting…

Is It Time To Reconsider Short Vol?

Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX Oct 4, 2019 By Elinor Comlay   Global risks are rising, the Cboe’s Volatility Index is whipsawing and yet selling options is still more popular than buying. For sure, buying options means managing carry costs. But as the ongoing popularity of short vol strategies and the weight of options selling contributes to compression of the volatility risk premium, it could be…