With Morningstar’s recent categorization of these funds, having a firm understanding of how they work and how to differentiate them is critical for investors. Join the experts at Swan Global for an educational exploration of options-based investing.

As we turn the page to a New Year, the environment is increasingly uncertain and unconventional, to say the least. The stock market is pushing new highs while the equity risk premium evaporates. As the Fed returns to a low-rate environment, generating income has become more difficult. Longer-term, structural problems loom over the U.S. economy as no one seems willing to fix the deficit and debt problems.