Buy and Hold vs Income Investing

This video shows some of the key differences between capital appreciation (buy and hold) and income investing. It also begins the conversation about how income investing can offer you greater control and flexibility in retirement.

Risks and Benefits of Covered Calls

This video, a companion piece to Covered Calls Explained and Example, takes a detailed look at at the how the risks and benefits of selling covered calls can affect your portfolio.

Enhanced Income Benefits to Lattco AutoPilot

An exciting new Lattco AutoPilot feature that will be available to all AutoPilot users this month. We are continuously working to bring new features and income enhancements to the Snider Investment Method.  At this time, our brand new cash alternative enhancement is only available to AutoPilot clients.  If you are not using Lattco AutoPilot and would like to try it …

Covered Calls Explained and Example

Are you to new to trading options? This video teaches you to trade covered calls and provides you with a detailed example of the benefits, risks, and obligations of this strategy.

Trading Stock Options in Retirement

Although using options to invest may seem intimidating, they can be a powerful too to generate income from your retirement portfolio, This video offers a quick overview of how options are used in the Snider Investment Method.

Investor Training Series: Video 3

Keys to Your Investment Success In this video, we discuss why you must figure out how to take the portfolio you worked a lifetime to accumulate and turn it into a meaningful source of income that you can rely on for the rest of your life. Watch Part 3: Keys to Your Investment Success Along with the video, you can download our brand new …

Should You Work Part-Time After Retirement?

Most people dream of the day they can stop working and retire. However, many Americans believe they will have to work at least a part-time in retirement. Not surprisingly, most say that financial motivation is the primary driver of working after they retire. There are also many people who choose to keep working in some capacity after they “retire” simply …

Lattco Enhancement: Introducing RapidRatings

Over the last month, we incorporated a new and improved rating system for our initial screen in Lattco.  RapidRatings creates an unbiased, quantitative financial health rating that provides an objective score for nearly all public companies.  Like our previous scoring system, Zeta and its predecessor the Z-score, RapidRatings takes published data from a company’s financial statements in order to calculate a …

Part 3: Maximizing Your Portfolio Paycheck

The third and final part of our Income Investor’s Training series is now available. Today we cover withdrawal rates. This is an area of confusion for many retirees. You must figure out how you take the portfolio you worked a lifetime to accumulate and turn it into a meaningful source of income that you can rely on for the rest …