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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  • Covered Call Mistakes hurt portfolio

    Covered Call Mistakes That Can Hurt Your Portfolio

    Covered calls are often promoted as a practical way to create additional income from a stock portfolio. When used correctly, they can help investors generate steady cash flow, lower the cost basis of their holdings, and add another layer of flexibility to their strategy. But like any investment approach, covered calls are not foolproof. Many…

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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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