Some Important Terminology Associated With Futures Contracts

Understanding Dividend Yields in Futures Pricing for Client Advisory

Consider a HNI client who typically invests in high-dividend-paying stocks and is now contemplating moving a portion of that capital into a SIF strategy that utilizes futures for hedging. They notice that the futures...

Using Futures to Hedge Client Portfolios Effectively

Consider a high-net-worth client who holds a substantial portfolio of blue-chip equity mutual funds and is visibly anxious about a projected short-term market correction. You, as their advisor, notice they are tempted to...