NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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The coarse-hedge investment strategy employs the concept of asymmetry. In a falling market, you roll strikes lower and generate cash. In a rising market, you are using cash to your advantage (not to be left uninvested in a rapidly rising market). This strategy takes experience, practice, and skill, but it won't leave you or your clients disappointed.
A Horsesmouth member asks how to begin learning and incorporating a new approach to protecting clients' portfolios against market volatility with the coarse hedge investment strategy.
Dear Clients: Over the entire last quarter, our hedges did exactly what they were supposed to do.
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The AI-Powered Financial Advisor
Begins November 20, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 8–11, 2025