Market Volatility Is Returning. Here’s the Playbook to Protect Your Gains | Chris Casey

Nov 7, 2025

Chris Casey, Founder of WindRock Wealth Management, shares his insights on protecting portfolio gains in unpredictable markets. He discusses hedging strategies, like using options as insurance and implementing covered calls for income. Chris emphasizes the importance of de-risking without going all-cash and the need for true diversification beyond just ETFs. He also highlights the significance of position sizing and disciplined execution in investment strategies. Join them for expert tips on navigating market volatility!

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INSIGHT

Strong Gains Raise Nervousness

Markets are nervy mainly because investors sit on strong, broad gains this year.
That makes locking in profits before potential downturns especially important.

ADVICE

Hedge With Long-Short Funds And Options

Hedge by owning assets that gain when the things you own fall, such as long-short funds.
Use options as low-cost insurance when purchased in calm markets and held long enough.

ADVICE

Use Options As Insurance

Treat puts as insurance: buy puts on stocks or indexes to lock in downside protection.
Buy volatility calls when VIX-like measures are low to hedge equity exposure affordably.

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💡Get a free portfolio review with Chris Casey and the team at WindRock by going here: https://bit.ly/4n3gDbI

After a strong market rally, many investors are sitting on meaningful gains, but with volatility returning this week, the real challenge becomes keeping those profits. If you want to protect your portfolio without abandoning your strategy, this conversation is for you. WindRock Wealth’s Chris Casey joins Maggie Lake to break down practical, real-world ways to manage risk, stay disciplined, and avoid giving back hard-earned returns.

💡Get to Know Chris Casey: His Journey, Strategy, and Financial Philosophy: https://www.youtube.com/watch?v=l2DdcqtoBYs

💡Protect your wealth with real gold and silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

0:37 - Tech-Led Pullback: How Worried Should Investors Be Right Now?

2:30 - Hedging 101: What Does It Actually Entail?

4:49 - Volatility as a Hedge: Should You Use the VIX?

6:25 - Covered Calls: A Simple Way to Enforce Discipline and Add Income?

8:41 - De-Risking Without Going All-Cash: What Does That Look Like?

11:02 - Bonds After 2022: What Role Should They Play?

12:47 - Cash Allocation: Is There a Rule of Thumb?

14:10 - ⭐️Wealthion Golden Nugget: Real Diversification & The ETF “Diversification” Mirage

19:13 - Position Sizing: How Big Is Too Big?

22:03 - Tax-Loss Harvesting: What Are People Getting Wrong?

25:07 - Rebalancing: How Often Should You Do It?

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