August 3, 2020—Never could we have predicted in January that 2020 would be unprecedented in so many ways. We face a continuing pandemic, domestic unrest, and an economy that has yet to fully reopen. As we move deeper into the summer and try to understand what the “next normal” will be, it’s time to test any previous assumptions, and pivot in the face of unparalleled change. Learn the strategies we’re considering for portfolio success.


Please listen to important disclosures at the end of the podcast

Investing involves risks and you may incur a profit or a loss. Asset allocation/diversification cannot guarantee a profit or protect against a loss. 

Options risk. Options strategies are designed to minimize risk by hedging existing portfolios. While options act as safety nets, they’re not risk free. It’s important to understand the risks associated with holding, writing, and trading options before you invest in this strategy.

Gold risk: The gold industry can be significantly affected by international monetary and political developments as well as supply and demand for gold and operational costs associated with mining.


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