June 4, 2024
covered call etfs vs smas
Covered call ETFs have existed for nearly two decades, but it wasn’t until recently that the offerings went mainstream. A covered call strategy involves selling upside calls1A call is the right of the owner to
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March 27, 2024
nervous about your nvda gains? a solution to both protect and participate with no cash outlay
NVDA has been one of the biggest beneficiaries of the recent AI craze, as the company has added 90% to its market capitalization year-to-date and a staggering 251% year-over-year. It’s now the third-largest company in
November 1, 2023
the effect of rising interest rates on option strategies
In 1973, economists Fischer Black and Myron Scholes published “The Pricing of Options and Corporate Liabilities,” which was the birth of the modern option pricing model that is still today’s gold standard for valuation. The
October 5, 2023
the power of using options in retirement accounts
At first glance, you might be thinking I’m insane to even be mentioning options and retirement accounts in the same breath. After all, options are meant for rampant speculation and are super risky, right? While
June 21, 2023
how to use options to invest like warren buffett
Warren Buffett is undoubtedly one the most famous and successful investors of all time, yet his strategy is very simple and straightforward – invest in companies that have solid fundamentals, a stable and growing business,
May 17, 2023
top 3 ways to incorporate options into your practice
Options are broadly misunderstood and underutilized as tools in many wealth management practices. Most retail investors and even many advisors have an immediate negative reaction to just hearing the word “Options.” Many investors simply think
March 23, 2023
where are those “top 10” companies now? – “2010” focus
“Top” companies can seemingly do no wrong during their ascent. Whether filtered by top US companies by market cap or fastest growing over the last decade, these companies tend to be household names with a
March 7, 2023
you made a fortune in one investment. now what?
The Pareto Principle states that roughly 80% of consequences come from 20% of the inputs. This concept was developed by economist Vilfredo Pareto in the 1800s and has multiple applications in business, including management, marketing
February 24, 2023
can ai search destroy google’s value?
For those of you who have been living on the moon for the past few months, AI chat bots and specifically ChatGPT have been taking the world by storm. ChatGPT launched in November, and by
February 9, 2023
how to impress your largest clients and unlock liquidity
Financial advisors have a tough job, as they are required to wear many different hats on a daily basis. Advisors are asset allocators, market analysts, sales prospectors, and sometimes are required to act as a
January 24, 2023
tax lessons learned from tesla
The past few years for Tesla (Ticker: TSLA) have been anything but mundane. Shares of the equity experienced a meteoric rise from mid-2019 to late 2022, with a trough-to-peak rally of over 3400% in a
January 5, 2023
where are those “top 10” companies now? – “millennium” focus
“Top” companies can seemingly do no wrong during their ascent. Whether filtered by top US companies by market cap or fastest growing over the last decade, these companies tend to be household names with a
December 13, 2022
where are those “top 10” companies now? – “nineties” focus
“Top” companies can seemingly do no wrong during their ascent. Whether filtered by top US companies by market cap or fastest growing over the last decade, these companies tend to be household names with a
November 22, 2022
tax avoidance gone wrong – the rise and fall of facebook
Facebook’s IPO was one of the hottest ever. The company was growing at an astounding rate as social media went fully mainstream, and everyone wanted in on the action. Facebook went public on May 12,
February 3, 2022
case study: how options investing can go right (and wrong) using arkk as an example
In 2020, the ARKK Innovation ETF (ARKK) caught the imagination of the investing public after generating a 152% return for the year. ARKK seeks to invest in cutting edge, innovative companies – tomorrow’s most promising
January 9, 2019
selling insurance in stormy market conditions
It may come as no big surprise that you wouldn’t have much luck trying to purchase flood insurance for your home on a barrier island in the middle of a catastrophic hurricane. However, let’s say
December 7, 2018
puts provide market insurance
Insurance is purchased for almost every aspect of our lives from health and disability to our homes and cars in order to protect us from a liability or bad event that could be financially inconvenient
November 9, 2018
consider mitigating market uncertainty via option strategies
In early September I wrote about the effects of uncertainty on financial markets and investing. There is a high level of correlation between fear and ambiguity, which the recent market downturn snapped into focus. When
October 5, 2018
looking for a conservative defined outcome alternative for fixed income?
On a recent trip to the Baltimore/Washington D.C. region, I had the opportunity to meet with several financial advisors over lunch to discuss their methods of mitigating risk within their credit portfolios. We discussed the
September 6, 2018
effects of uncertainty on the markets and how defined outcomes can help
John walks into a deli and asks what sandwiches are available. The counter guy responds that there are two choices: A turkey hoagie or pastrami on rye. John replies that he will have the turkey
August 1, 2018
how much protection do longer term buffered products actually provide?
Barron’s wrote a cover article, “The Annual 50 Best Annuities Review”, in their July 22, 2018 edition with a section that highlighted the growing success of Structured Annuities. The article helped answer a question that
