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When financial advisors evaluate an investment or strategy, one of the first questions is: What does it cost? But with options-based overlay strategies—especially for managing concentrated stock positions—the answer isn’t always straightforward. Overlay strategies aren’t

Every advisor has a client with a concentrated stock position they won’t sell. It might be a tech founder sitting on millions in their company’s shares, an executive with decades of accumulated stock options, or

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

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

Bradley Smith of Nasdaq interviewed Exceed’s CEO, Joseph Halpern, on Exceed and defined outcome investing