Insights

Our clients know from experience that they can trust our ideas, insights and analysis.

Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.  In general the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and counterparties. Options carry a high level of risk and are not suitable for all investors. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received. Please read the options disclosure document titled Characteristics and Risks of Standardized Options before considering any option transaction. Suitability for clients to specific services or products may depend upon the individual’s investment objectives, risk tolerance, time horizon and liquidity needs.  Certain services may not be suitable for all investors.  When considering a certain service or product, investors are encouraged to inquire about all respective fees, expenses, limitations or restrictions.