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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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…
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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.
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Using Covered Calls to Generate Retirement Income
Many retirees draw down their portfolios to finance their retirement, but generating income can help stretch your savings much longer. While dividend stocks and bonds are popular income investments, covered…
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How to Choose the Right Covered Call Expirations
Covered calls are a popular strategy for generating income from a portfolio of stocks. While the strategy may seem straightforward, investors must decide between various strike prices and expiration dates…
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How & Why to Sell Options During a Recession
Recessions often lead to a drop in stock prices, as slowing revenue lowers valuations. While some investors choose to ride it out or shift their portfolio into cash or bonds,…
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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. But while they’re less risky than other option strategies, they aren’t risk-free. It is critical to…
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How a Covered Call Advisor Can Help You Trade Options
Covered calls are an excellent way to generate income from a long stock portfolio, but options trading can be intimidating to those without experience. While you’re unlikely to lose your…
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Should Cryptocurrency Be Part of Your Retirement Plan?
Retirement investors often look for ways to generate income from their existing investments, especially during uncertain economic times. The recent volatility in the stock market spilled over to affect many…
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5 Sources of Retirement Income in 2022
Earning retirement income during uncertain economic times requires some creativity and optimism. With stock market volatility, a “set it and forget it” approach to retirement strategy likely won’t result in…