John Dutemple bought, for a family trust account, April 21 2017 SPX 2450 call contracts with a limit order.
Advisors' Roundup - March 10, 2017
What's on my radar this week:
Not as smart as you think:
US Debt Clock:
Are you a Jet or a Shark?
Compton Advisors, LLC is a Registered Investment Adviser (RIA) firm regulated by the Securities Division of the Missouri Secretary of State office. Compton Advisors, LLC does not render personalized financial, investment, legal, or tax advice through this blog. This information is for informational purposes only and does not constitute financial, investment, legal, or tax advice. This information has not been approved or verified by any governmental authority.
Changes to the Compton Advisors, LLC Code of Conduct
The Compton Advisors, LLC Code of Conduct has been reviewed and revised effective March 5, 2017. It has been materially changed as follows:
Covered persons may now trade options, except those on single companies, without posting 24 hour notice.
It is often difficult to specify that far in advance which specific contracts in an option chain will be priced attractively as the option prices are highly sensitive to price and volatility changes in the underlying indexes.
Positions in these options are still to be reported as required in the quarterly transactions and annual holdings.
Planned transactions for options on individual companies must still give 24 hour notice.
The revised Code of Conduct is available on request and current clients will see it with their 1st quarter bills.
Advisors' Roundup - March 3, 2017
Crossing my desk this week:
Why writing (and reading) about markets aren't the same as investing:
Collaborative Fund
Warren Buffett's annual letter dropped on Saturday:
Berkshire Hathaway
Simplifying the game:
Peter Lazaroff
Compton Advisors, LLC is a Registered Investment Adviser (RIA) firm regulated by the Securities Division of the Missouri Secretary of State office. Compton Advisors, LLC does not render personalized financial, investment, legal, or tax advice through this blog. This information is for informational purposes only and does not constitute financial, investment, legal, or tax advice. This information has not been approved or verified by any governmental authority.
Advisors' Roundup - February 24, 2017
What I'm reading this week:
Good news - we're living longer; Bad news - we have to save for it:
Getting Rich vs Staying Rich:
Stocks have been working for 200 years:
Compton Advisors, LLC is a Registered Investment Adviser (RIA) firm regulated by the Securities Division of the Missouri Secretary of State office. Compton Advisors, LLC does not render personalized financial, investment, legal, or tax advice through this blog. This information is for informational purposes only and does not constitute financial, investment, legal, or tax advice. This information has not been approved or verified by any governmental authority.