🐺 Advice from One Investor to Another...

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Welcome to the WOLF Financial Newsletter.

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I’ve spent nearly a decade investing.

Along the way, I’ve picked up some invaluable insights.

Here are 7 underrated investing lessons I’ve learned over the years:

IN PARTNERSHIP WITH NEOS INVESTMENTS

Seeking Income From Market Volatility

What if you could aim to turn market volatility into income opportunities...?

ETFs from NEOS Investments aim to harness volatility to seek tax-efficient monthly income for investors through data-driven options strategies, like covered calls.

Their ETF lineup offers exposure to both equities and fixed income:

• SPYI – NEOS S&P 500 High Income ETF

• QQQI – NEOS Nasdaq-100 High Income ETF

• CSHI – NEOS Enhanced Income 1-3 Month T-Bill ETF

• BNDI – NEOS Enhanced Income Aggregate Bond ETF

• IWMI – NEOS Russell 2000 High Income ETF

And... income generated from NEOS options strategies may be less sensitive to future interest rate changes compared to traditional income-oriented investments... Food for thought🤔

To learn more about how you can seek monthly income within your investment portfolio, visit

1) Composure

Your first bear market is quite intimidating.

When a stock you own drops 22%, that’s when you’re truly tested.

When the inevitable happens, gauge your emotions for composure.

That's when you'll see if your emotional resilience needs strengthening.

2) Relationships

The investments I’ve made in my relationships have surpassed any stock I’ve ever purchased.

ETFs are great, but shaking hands with the right people is eons better.

If you’re not the social type, I suggest you learn to be.

3) DCA

Here’s the harsh reality.

The staggering majority of investors should just DCA into index funds.

Beating the market is difficult and requires lots of research to buy correctly and maintain your portfolio.

There’s nothing passive about being an active investor.

4) Emotions

If your investments keep you up at night…

It’s not because you’re emotionally unstable; it’s a lack of knowledge.

Lack of knowledge triggers uncertainty and, subsequently, your emotions.

Always study the companies you’re interested in before investing.

5) Influencers

Avoid 95% of investing content on YouTube.

Most of it is filled with click-bait fear tactics for engagement.

Any source of unnecessary fear is worth eliminating from your life.

There are amazing creators on YouTube but curate your content carefully.

6) Patience

If you’re like me, you don’t like sitting around.

You hate waiting for action to happen; you’d rather be ahead of it.

Unfortunately, that’s not how investing works.

95% of the time, the correct decision is to do nothing.

7) Disregard

There’s so much noise in the investing world.

CPI metrics, inflation, black swan events, etc.

Half the battle you’re fighting is ignoring info that might cause you to sell.

Despite what I’ve learned above, I’m still figuring things out.

Investing is a lifelong game that doesn’t have a finish line.

If you’re on the sidelines, I suggest you get started.

That’s the only way to learn and improve.

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^{(Disclaimers)}

^{Investors should carefully consider the investment objectives, risks, charges, and expenses of exchange-traded funds (ETFs) before investing. To obtain an ETF's prospectus containing this and other important information, please call (866) 498-5677 or view/download a prospectus here: SPYI | QQQI | | CSHI | BNDI | IWMI. Please read the prospectus carefully before you invest.}

^{An investment in NEOS ETFs involves risk, including possible loss of principal. The equity securities purchased by the Funds may involve large price swings and potential for loss.}

^{The use of derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. These risks include (i) the risk that the counterparty to a derivative transaction may not fulfill its contractual obligations; (ii) the risk of mispricing or improper valuation; and (iii) the risk that changes in the value of the derivative may not correlate perfectly with the underlying asset, rate, or index. Derivative prices are highly volatile and may fluctuate substantially during a short period. The use of leverage by the Fund, such as borrowing money to purchase securities or the use of options, will cause the Fund to incur additional expenses and magnify the Fund’s gains or losses. The earnings and prospects of small and medium-sized companies are more volatile than larger companies and may experience higher failure rates than larger companies. Small and medium-sized companies normally have a lower trading volume than larger companies, which may tend to make their market price fall more disproportionately than larger companies in response to selling pressures and may have limited markets, product lines, or financial resources and lack management experience. The funds are new with a limited operating history.}

^{Investments in smaller companies typically exhibit higher volatility. Investors in NEOS ETFs should be willing to accept a high degree of volatility in the price of each fund’s shares and the possibility of significant losses. Income distributions from NEOS ETFs have been classified as a return on capital. Distributions may be comprised of option premiums, dividends, interest payments, and capital gains. There is no guarantee the ETFs will make a distribution and amounts may fluctuate from month to month.}

^{Covered Call: A covered call is an options trading strategy that involves selling a call option on a stock that the investor already owns. The investor, or "seller", gives the buyer the right to purchase the stock at a specific price (strike price) and before a specific date (expiration date). The seller receives a premium for the option and then waits to see if the buyer exercises the option or if the option expires.}

^{NEOS ETFs are distributed by Foreside Fund Services, LLC.}