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Check back regularly for new articles. We add new publications on a regular basis.
  • New York Times: Less Risk, but Staying in Stocks.
  • Wall Street Journal: Collar Fund Sacrifices Outsize Gains for Limited Pains 
  • Morningstar Interview: Video link is on the homepage of www.TheCollarFund.com
  • The Street: Mutual Fund Carries Built-In Protection.
  • Financial Planning: Covering the Risk.
  • Financial Advisor: Letters: Absolute Return Obsession.
  • OIC Advisor Quarterly:Advisor Profile: Thomas Schwab
  • OIC: Options for Rookies: COLLX: The Collar Fund.
  • Investment News: Collar Fund’s Schwab uses Options to Manage Risk.
  • TheStreet.com: Mutual Fund ‘Collars’ Losses, Limits Gains.
  • BusinessWeek: Putting a Collar on Investment Risk.
  • White Paper-Advisor Perspectives: Risk Management with Costless Collars.
  • White Paper-Pensions&Investments: Equity Collars vs. Modern Portfolio Theory
  • White Paper-JFSP (2009):  Exploring the use of Equity Collars in Asset Allocation.
  • White Paper-JFSP (2008):  Equity Collars as an Alternative to Asset Allocation.
  • CFP CE Course: Risk Management with Collar Investing.
  • White Paper-Journal of Financial Planning: The Varying Cost of Options and Implications for Choosing the Right Strategy.
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Copyright ©2008 Summit Portfolio Advisors, LLC. All Rights Reserved.