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PremiumPoints 3Q-2020 | Emerging (Arrived) Investment Themes

Posted by: Thomas F. McKeon, CFA | October 29, 2020

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We will be the first to tell you that trying to predict or otherwise peer around the corner is a waste of time. So as evidence-based investment advisors, we rely on historical evidence to inform our recommendations.

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PremiumPoints 2Q-2020 | Getting a Few Things Off Our Chest

Posted by: Thomas F. McKeon, CFA | July 30, 2020

Being in quarantine has provided all of us some time for reflection, introspection, baking and garage cleaning. We return to some of the recurring themes we observe and continue to rail against.

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There Are No Silver Bullets….but This Comes Close

Posted by: Thomas F. McKeon, CFA | June 17, 2020

Do you know the best way to navigate and withstand market volatility without damaging your return potential?

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The 21 Questions You’re Going to Need to Ask About Investment Fees

Posted by: Tom McKeon | February 28, 2017

If the answer to Number 1 is wrong, you can forget about asking the next 20.

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Facts, Conclusions and Blind Spots

Posted by: Tom McKeon | December 2, 2016

Returns in the aftermath of the election and some heavy hitters (Bogle, Ellis, Buffet) expound on the virtues of index investing.

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Post-Election Global Returns

Posted by: Tom McKeon | November 21, 2016

U.S. Stocks Rally. The Rest of the World…Not So Much.

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Clothier Springs Capital Management Makes INFORMA Top Guns--Again

Posted by: Tom McKeon | August 20, 2016

The methodical, rules-based capture of option premium is what drove our structurALPHA Large Cap Buy-Write strategy.

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As If To Prove My Point: Greatest Olympian Part II

Posted by: Tom McKeon | August 17, 2016

Recent Olympic performances have sparked a discussion about the greatest Olympian of all-time: Usain Bolt or Michael Phelps. The discussion puts cognitive biases front and center.

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CBOE Releases New Study on Options-Based Strategies

Posted by: Tom McKeon | February 26, 2016

Performance Analysis of CBOE S&P 500 Options-Selling Indices reaches familiar conclusion: better returns, less risk or both.

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Understanding and Embracing Volatility

Posted by: Tom McKeon | February 10, 2016

Volatility has come to be the term used when markets are under pressure and investors are unsettled. It is really just a measure of dispersion. But most investors sure know what volatility feels like, without having to be told.

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Keep Calm and Carry On

Posted by: Tom McKeon | January 21, 2016

The stoic British have given the world a wonderful phrase and mindset, particularly as it relates to investing.

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