The Challenges – Foundation

“Transform your challenges from walls into bridges.”

You might be finding traditional financial investment strategies don’t work like they used to. We’ve seen that, too. Let’s talk about the challenges that compel us to do things differently.

Investor Challenges:

Low Yield & Current Income from Bonds

Traditional savings vehicles that previously offered income and stability may no longer provide income that keep pace with rising costs, potentially forcing investors to take on increased investment risks or face declining purchasing power of their savings.

Yields & Inflation Chart • Source: US Treasury, Bloomberg, US Bureau of Labor Statistics, Commonfund, JP Morgan Asset Management

Stock Price Volatility

To keep pace with rising costs, savers may feel forced to take on increased stock market risk, which can experience wild swings in value.

Source: Bloomberg. Historical chart showing the daily level of the CBOE VIX Volatility Index back to 1990. The VIX index measures the expectation of stock market volatility over the next 30 days implied by S&P 500 index options. November 2020

An Opportunity

By utilizing options in addition to owning your stock, you as an investor create a more certain range of outcomes for your investment.