Financial Education & Training to Improve Your Retirement

Follow the blog for our latest thoughts on the stock market, investing, and financial planning issues impacting our clients. You’ll find a ton of great articles on option trading, covered calls, income investing, and more.

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  • The Risk of Covered Calls

    The Risk of Covered Calls: What You Need to Know Before Trading Options

    Covered calls are one of the most popular options strategies for generating extra income. They’re often considered less risky than many other option strategies, but that doesn’t mean they’re risk-free. If you’re looking to create consistent income from your portfolio—especially in retirement—it’s critical to understand both the risks of covered calls and the steps you…

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  • Viaticals and Life Settlements

    Viaticals and Life Settlements

    UPDATED 2019: This article, originally published in 2008, continues to be one of our most popular posts, as people continue to seek information about viaticals and life settlements. Please keep…

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