Covered Call Screener

One of the services that we offer to our clients is the use of our stock generation software, Lattco. Lattco allows our clients to screen thousands of stock and call option combinations to determine which will be appropriate for them to buy and trade in their accounts.  To non-clients, we recently made available a free covered call screener to view …

New Training! Creating a Portfolio Paycheck

In today’s lesson, we explain a primary component of the Snider Investment Method, covered calls. This popular option strategy is both simple and effective in generating additional income from your investments and reducing risk. New investors can be nervous when dealing with options. But, after today’s lesson with our Director of Education, Shelley Seagler, all your concerns will be addressed …

New Training! Income Investing

At Snider Advisors, we believe education is the foundation of your success as an investor. As you prepare for retirement, the single biggest issue you will face is figuring out how to convert your investment portfolio into spendable monthly income so that you can live without work or worry. In this compelling video, you’ll learn how investing for income can help maximize your …

Part 1: The Benefits of Income Investing

Start our 3-Part Investor Training Series! At Snider Advisors, we believe a successful investor is an educated investor. That is why we worked harder than ever to produce our best training series yet. Over the next few days, we will release our 3-part training series to help you become a better investor. Today, part-1, the Benefits of Income Investing, is …

The Evolved Investor

Few things make us as emotional as the prospect of losing money. Wouldn’t investing be easier if you were a robot? Imagine the market crashes and yet, there you are, cool as a cucumber. But unfortunately that’s not how it works. As humans, we are hardwired to avoid pain and pursue pleasure. Our primal instinct is to avoid predators and …

7 Red Flags of a Shady Financial Advisor

News headlines of the past tell a cautionary tale of how critical it is to be careful in choosing your financial advisor. In this article series, we will explore 7 red flags you can use to identify the types of financial advisors you should avoid at all costs. We will also provide guide steps to help you choose the very …

Presidential Elections and Stock Markets – Behind the Polls

UPDATE 2019: This article, originally published in 2016, continues to be one of our most popular posts.  As we find ourselves in the heat of the 2016 presidential election season, conversations are inevitably turning to how this election will affect the stock markets. In other words, we want to know how this election is going to impact our money. To shed …

Qualified Charitable Distribution Tax Benefits

  Qualified Charitable Distribution tax benefits exist for you if you answer ‘Yes’ to any of the following questions: Are you over 70.5 and taking a Required Minimum Distribution from your IRA? Are you concerned about the impact of your Required Minimum Distribution on taxes when you reach 70.5? Do you make annual contributions to your favorite charities?   A Qualified …

When You Are Not Comfortable Trading Options

It would be great if we were all able to manage our own portfolio.  Unfortunately, for various reasons, it just isn’t that simple.   You may not have the time, are uncomfortable trading on your own, or concerned over using more advanced investment techniques like options. The horror stories about using options are popular.  I call these people traders, not investors.  …

Want to Get More Out of Your Portfolio?

  By: Shelley Seagler If you’re like me, this winter weather has you dreaming of sunny days.  Well – I can’t make the weather better, but I do have good news! The Snider Investment Method online course is almost finished. If you’re ready to learn how to create income from your retirement portfolio, our team has something exciting to share …