Generational wealth creation in global equity markets has created unique challenges for investor portfolios. Specifically, large single-stock positions become low-cost basis assets—essentially ...

The parent index encompasses the largest 1,000 US stocks that meet its liquidity criteria, which represent roughly 93% of the US stock market. Russell divides stocks into value and growth segments ...

A covered call strategy is an investing technique that saves one from market selloffs to a large extent. The strategy involves holding a long position in a stock and selling call options on the same ...

The S&P 500 index is near all-time highs and has an average P/E of around 27.6. Some worry that the market's focus on growth stocks has pushed valuations too far. Vanguard Value Index ETF could be the ...

The upside potential of a covered call strategy is capped. Covered call growth ETFs like XYLG try to circumvent this “problem” by limiting the percentage of the portfolio on which they write calls.

Bloomberg today announced the launch of the Bloomberg U.S. Treasury 20+ Year 12% Premium Covered Call 2.0 Index. An expansion of Bloomberg Multi-Asset Indices and covered call benchmarks, the new ...

No one has the ability to accurately predict the future, of course. That certainly applies to investments. However, you can project how much your initial investment will become based on an assumed ...

As head of financial and economic research at Buckingham Wealth Partners, I have been getting lots of questions about the continuing outperformance of US large-growth stocks. It’s not surprising given ...