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Trade Notes

Trade NotesThis is a weekly brief of most, but not all, of Bluemound's group trades for clients.  Please view in order to understand trades in your account, or if you are not a client, to see some of the things we do for clients.  We will have about two quarters worth of notes posted publicly before removing those notes.

For proprietary reasons, this section is not an all inclusive history of Bluemound's trades. It does however offer some examples of trades and investments that we make, including option trades. This section is designed for educational purposes only. 

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security.  The trades outlined are not specific recommendations for any investor.  In order to make actual investor specific advice, Kirk must know the investor and their individual circumstances.  To discuss your situation with Kirk, please contact him.

Past performance is no guarantee of future results.  All investments have risk, including the possible risk of loss of principal. The strategies and ideas written about on this site and linked sites are not appropriate for everybody.

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April 30-May 4
April 23-27
April 16-20
April 9-13
April 2-6
March 26-30
March 19-23
March 12 - 16
March 5-9
Feb. 27 - March 2
February 20-24
February 13-17
February 6-10
February 1-4
January 23-27
January 16-20
January 9 - 13
January 3 - 6
 
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Bluemound Asset Management, LLC is a Wisconsin Registered Investment Advisor offering various fee-only services for financial planning, investment management, portfolio consulting, stock and option strategy, fixed income investing, pension income planning, 401k design for employers & 401k asset allocation for employees. 

Wisquote Insurance Services, LLC is an Independent Insurance Agency and Brokerage offering life insurance, health insurance, long term care insurance, medicare supplements, medicare advantage plans and disability insurance.

All information herein has been prepared solely for informational purposes and the basis for further discussion or consideration.  This site does not construe and is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or insurance plan.

We offer no legal or accounting advice.

Kirk Spano, 13500 Watertown Plank, Suite 202, Elm Grove, WI 53122  Telephone: 414-617-6669

Serving throughout Wisconsin, including, but not limited to: Milwaukee, Wauwatosa, Brookfield, West Allis, Madison, Sun Prairie, Watertown, Appleton, Green Bay, De Pere, Oshkosh, Fon Du Lac, Sheboygan, Neenah, Manitiwoc, West Bend, La Crosse, Eau Claire, Superior, Wausau, Stevens Point, Waukesha, Menomonee Falls, Germantown, Mequon, Cedarburg, Grafton, Whitefish Bay, Fox Point, Bayside, Shorewood, Glendale, Elm Grove, Brown Deer, Kenosha, Racine, Mount Pleasant, Caledonia, Bay View, Mukwonago, Burlington, East Troy, Waterford, Lake Geneva, Janesville, Beloit, South Milwaukee, Cudahy, Franklin, Oak Creek, New Berlin, Greenfield, Big Bend, Vernon, Muskego...