Learn the limitations of passive index investing and when active strategies may be better for your portfolio.
Can I Trade Options on an Index?
Passive investing has exploded in recent years. Investing in broad-market indexes has surged in popularity and costs less than ever before. You can take this approach to the next level by incorporating option trading in addition to index investing. The easiest way to trade options while index investing is with the use of Exchange-Traded Funds (ETFs). Investors looking for lower-cost, …
Why You Shouldn’t Automatically Reduce Risk as You Age
Learn why it doesn’t always make sense to reduce portfolio risk as you age, as well as some alternative strategies to generate retirement income.
Can I Trade Options in an IRA?
Many individual investors wish to utilize options trading to generate income but are unsure of whether or not they are able to do so in their specific investment accounts. Most individual retirement accounts (IRAs) are indeed capable of trading options, provided they request the right settings. This includes Traditional, Rollover, Roth, Simple, and SEP IRAs. Where most investors can’t trade …
Manage Your Own Portfolio with these Software Solutions
Discover software solutions that can help you manage your portfolio.
Regulation T: What It Is and How It Impacts Margin Accounts
Learn about the rules that impact margin trading and how you can avoid potentially-costly margin calls.
A Quickstart Guide to Dividend Investment Strategies
Learn how to get started with some common dividend investment strategies, as well as some alternatives to consider.
Transfers, IRA Rollovers, and 60-Day Rollovers
A while back, one of our clients called to inquire about our thoughts on the article, IRA Rollover Ruling Stuns Advisers and Savers. After reading it, I can certainly understand how the terminology in the article can be very confusing for the average person, so let’s clarify a few of things regarding this. What is the difference between Transfers, Direct …
Bond Ladders vs. Bond Funds: What’s Right for You?
Learn the pros and cons of building a bond ladder versus buying a bond fund, as well as some alternative approaches to generating income.
Are Buy-Write Funds a Good Hedge Against Volatility?
Learn what buy-write funds are and if they’re actually a good hedge against volatility in your portfolio.
