Rates Continue to Climb

The 10 year treasury rate continues to climb hitting the highest level since November.  Since April 17th, the rate has moved from 1.85% to 2.38%.  As rates move higher, bond prices will drop.  We continue to be very conservative in our interest rate exposure and periods like this should lead to out performance by our bond investments.

May Index Returns

Debt and Retirement - How to Handle both when Nearing Retirement

An increasing number of Americans are facing an uphill battle just trying to save enough and earn enough on their savings to be able to retire on time.

2014 Index Performance Review

The Race

The cool, brisk air was so welcoming as I lined up at the starting line for my first marathon.  It was early fall in southern Utah, and after training in the blazing hot Arizona summer, I was looking forward to a run in some pleasant weather.   Feeling good that morning, I took off at the start, forgetting about the pace I had planned on keeping.  At mile eight we hit our fi

S&P 500 Option Overlay (Updated Fact Sheet)

Please click on the attached link for an updated performance fact sheet for SPY IPOM (S&P 500 with a covered call overlay). The recent increase in volatility is favorable for this strategy. If you have any questions, or would like more information on how SPY IPOM can be used as a part of your investment strategy, please contact Brad Gwilliam at 480-889-8998.

Turkey In A Few Sentences

So what’s happening in Turkey and why is it important?

2013: The Most Average Year Everyone Has Heard Of

2013 is officially in the books. And with the New Year upon us, a look back at last year may reveal something surprising: 2013 wasn’t all that the financial networks made it appear!

VIX: The Market’s Fear Indicator

The VIX Index, sometimes called the “Fear Index”, is a measurement of implied volatility in the financial markets.  A low VIX indicates a general consensus of clear skies ahead, while a higher VIX is a sign of anticipated risk ahead in the marketplace.  Implied volatility is also a component in option pricing, and, therefore, a higher VIX also leads to higher option premiu

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