Craig Callon Comment On Regulatory Notice 22-08
I am a Series 7 & 66 holder, as well as a CFP. While I do not typically recommend leveraged or inverse funds for clients, I do use these funds personally and know other investors who do as well. They are high risk, but our brokerages issue required reading before allowing us to invest in these funds. I understand the risks of these funds and strongly desire to continue to use them as a tactical investments for a small percentage of my portfolio. I was a teacher for many years and my personal retirement funds are still lagging from my state's minimal salary and contributions.