Jerry Peters
Managing Partner of Smithbrook, LLC
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Apr 17, 2024 • 57min
Jerry Peters, Managing Partner, Smithbrook, LLC
Jerry Peters, Managing Partner of Smithbrook, LLC, shares insights on risk-managed equity solutions, option overlay strategies, and maximizing after-tax returns through tax-loss harvesting. He discusses the benefits of using index put options to offset portfolio losses, the concept of 'rebalancing bonus', and the importance of managing downside risk to enhance long term returns.
