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Articles

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

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Education
Dominick Paoloni

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

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IPS In The News
Dominick Paoloni

Hedging Oil Volatility

Facebook Twitter Youtube West Texas Intermediate crude is up more than 60% in 2021 recently breaking the 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

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IPS In The News
Dominick Paoloni

What Makes a Great Financial Plan?

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

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IPS In The News
Dominick Paoloni

The Best Looking Horse in the Glue Factory

A mantra being spun by the mainstream media is that, “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”.  Since the election, I have

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IPS In The News
Dominick Paoloni

Is Herd Mentality Driving Commodity Hedging?

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

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IPS In The News
Dominick Paoloni

Is It Time To Reconsider Short Vol?

As Published In Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX 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

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IPS In The News
Dominick Paoloni

Is Selling Options Still Worth the Risk?

  Patrick Hennessy, CMT Head Trader I learned a long time ago as a young broker on Wall Street that when looking at a potential trade if the numbers look good, buy the position. Conversely, if the numbers look bad,

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Low VIX Masks Insurance Markup Options Traders Are Paying

by Cecile VannucciFebruary 8, 2017, 3:17 AM MST February 8, 2017, 6:39 AM MSTClick Here to read on Bloomberg’s website. Here’s another sign that beneath the surface of placid stock markets, investors aren’t exactly sound asleep. It’s the persistently high

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IPS In The News
Dominick Paoloni

A Study in Portfolio Diversification Using VIX Options

by Dominick Paoloni, CIMA® IPS Strategic Capital published a white paper on a systematic approach to low cost tail risk hedging through the use of VIX options.  This white paper was featured in the Journal of Investment Consulting magazine, Vol.

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IPS In The News
Dominick Paoloni

Low Cost Hedging Strategies in a Volatile Market

Asset allocators and portfolio managers (PM) have had many sleepless nights in 2015 with the global markets being very volatile. The S&P 500 has been essentially flat for 2015, the bond markets have been under press anticipating a rising interest

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IPS In The News
Dominick Paoloni

West Coast Boutique Crafts Custom Structured Products

By: Yakob Peterseil from Structured Products Magazine Like someone who believes that what he is saying should be plainly obvious to all, Dominick Paoloni rattles off the shortcomings he sees with the structured products sold by Wall Street. These firms

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IPS In The News
Dominick Paoloni

New Annuities are Structured Products in All but Name

    May 22, 2014 By: Yakob Peterseil Structured Products Magazine “It was too good to be true. I couldn’t sell them quick enough,” Dominick Paoloni of IPS Strategic Capital says as he remembers some of the first indexed annuities,

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IPS In The News
Dominick Paoloni

Advisor’s Epiphany Leads to Options

By: Libby Dubick Dubick & Associates for OIC Advisor Publications “We just got audited,” said Dominick Paoloni, President of IPS Strategic Capital, in Denver, Colorado. “After determining that the vast majority of my clients were retirees, and that they were

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IPS In The News
Dominick Paoloni

Protecting Your Portfolio: Is it Time to Change Your Ways?

By: Dominick Paoloni, CIMA® Managing money is extremely difficult and ever changing. According to AARP, the two greatest concerns of their members are outliving their income and not having enough savings to retire. During the last twelve years the capital

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IPS In The News
Dominick Paoloni

Index Annuities vs Structured Products

Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX Adjunct Professor, University of Denver & University of Colorado Over the years I have written many articles on the good, the bad, and the ugly of annuities. As I always point

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IPS In The News
Dominick Paoloni

Heading to Shore

By: Illana Polyak, Morningstar Advisor At least once a year, Dominick Paoloni flies to the British Virgin Islands, rents a 50-foot catamaran for a week, and sails the Caribbean Sea. The trips, which tend to coincide with favorable winds, take

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