“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
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
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
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
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
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
As Featured in Bloomberg Markets 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
As Published In Dominick Paoloni, CIMA®CIO & FounderPortfolio 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 managing carry
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, take
By Joanna Ossinger – Bloomberg Markets – August 14, 2019, 7:43 AM MDT Updated on August 14, 2019, 4:45 PM MDT – featuring Patrick Hennessy, Head Trader, IPS Strategic Capital – The bad news for investors who waited this long to
By Cecile Gutscher and Yakob Peterseil By Cecile Gutscher and Yakob Peterseil – Bloomberg Markets – April 10, 2019, 10:11 AM MDT – featuring Dominick Paoloni, IPS Strategic Capital founder, PM IPSAX – A small band of humans is taking up arms
by Nikolaj Gammeltoft and Cecile VannucciJanuary 10, 2018, 4:00 AM MSTClick Here to read on Bloomberg’s website. It made for quite a chart. On the morning of Dec. 20, just as billions of dollars of futures tied to the Cboe
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
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.
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
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
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,
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
By: Dominick Paoloni, CIMA® The popularity of structured investing is slowly moving its way through the financial community mainstream. Structured investing is a sophisticated technique that allows investors to reduce or eliminate the downside market risk, or leverage the
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
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
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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