Tag Archives: buy-write strategies

A Smarter Way to Rebalance with the BuyWrite Index (BXM)

As advisors begin mid-year rebalancing of client portfolios, they face a dilemma. While investors have enjoyed a 9-year Bull Market—including a 21.14% total return by the S&P 500 in 2017—their investment portfolios have built up more equity risk. Absent rebalancing, a standard 60/40 equity/bond portfolio might now resemble a riskier 75/25 allocation. Given these sizable Read more […]