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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How to Use Calendar Spreads for Income
Learn how calendar spreads provide consistent income regardless of the market’s direction – and whether they’re right for your portfolio.
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Are Covered Calls Good in a Bear Market?
Image this scenario: You’re approaching retirement and suddenly the market moves sharply lower. More than ten percent of your portfolio has disappeared and you’re concerned that the bear market could…
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3 Safe Options Strategies for Retirement Portfolios
Options may have a reputation for being high-risk investments, but these three strategies could help you reach your retirement goals.
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How to Make Your First Covered Call Investment
Covered calls are straightforward—but not always easy. In this guide, we’ll walk you through making your first covered call investment.
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What Are the Ideal Conditions for Covered Calls?
Discover the specific stock and option characteristics you should look for when writing covered calls to maximize your income and minimize your risk.
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How to Pick the Right Expiration Dates for Covered Calls
Learn how expiration dates impact option profitability, the trade-offs between short- and long-dated options, and how to choose the best options for your situation.
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5 Steps to Derail your Retirement
Many of us look forward to a retirement full of travel and relaxation. But having a successful retirement requires a lot of early planning. You can’t just expect for all…
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Finding a Financial Advisor You Can Trust
Learn how to find a financial advisor you can trust by understanding their fee structures, fiduciary responsibilities, credentials, and more. We take a deep dive to help you make the…
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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.
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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.