Wednesday, May 01

Leveraged ETFs Versus Options

Our CIO, Joe Mallen, shared his thoughts with Financial Advisor Magazine about leveraged ETFs vs. options trading. Leveraged ETFs tend to get a bad wrap because most investors use them incorrectly. Joe wanted to break some of those common misconceptions...

In early 2014, the term “polar vortex” entered the investor lexicon. A deep plunge in temperatures across both North America and Europe led many investors to a “high-conviction” trade. The low temps, many realized, would lead to a massive spike in natural gas consumption—and natural gas prices.


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Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through enhanced asset management capabilities. Helios was founded in 2016 in Granite Bay, California.

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