Tax filing season is once again upon us. For those of us who trade the Snider Investment Method, filing our 2023 tax returns will include an extra step, due to the fact that the majority of our clients transferred accounts from Ally Invest to TradeStation during the course of 2023. As a result, clients who trade taxable accounts with us …
Snider Advisors Tax Loss Harvesting 2023
As 2023 draws to a close, clients who own taxable investment accounts should be looking at the possibility of selling off shares of their positions in order to take advantage of the tax loss that it will generate. This will reduce your taxable income (and, by extension, the taxes you will pay) on your account. Tax Loss Harvesting involves selling …
5 Mistakes to Avoid When Selling Puts
Discover some of the most common mistakes when selling put options and tips that you can use to avoid them.
Why You Need a Covered Call Advisor
Learn how covered calls fit into a retirement portfolio and how advisors can help you leverage them without taking on unnecessary risk.
Why & How to Automate Your Covered Call Trading Strategy
Learn why you should automate your covered call strategies and a step-by-step process you can use to do it.
Moving to TradeStation from Ally Invest
We are excited to announce that we are now working with TradeStation. Going forward, it will be the primary supported brokerage firm for Lattco Pro and AutoPilot. Why TradeStation? Earlier this year, we began the search for another brokerage partner. After meeting with several other companies, we decided that TradeStation would be the best fit for the needs of our …
Guides to Opening Your TradeStation Account
To help your transition from Ally Invest to TradeStation be as seamless as possible, we have created two resources to walk you through the process of establishing your account. How to Open Your TradeStation Account is a detailed guide that offers step-by-step instructions on completing the account application. It includes multiple screenshots, tells you what settings to select, and offers …
New Recommended Broker: TradeStation
We recently announced that going forward, TradeStation will be our recommended brokerage firm. They will also be the primary supported brokerage firm for Lattco Pro and AutoPilot. We began conversations with TradeStation early this year. Since then, we have continued to grow more excited about the opportunity to work with them. We would like to share some of the benefits …
How to Read an Options Chain
Learn how to read an options chain and come away with the information you need to make more informed decisions.
3 Covered Call Examples & the Outcomes
Learn how covered calls work by looking at three scenarios illustrating the best to worst cases – and tips for managing positions to mitigate risk.
