What choices do you have for your 401(k)?

If you’re like many Americans, you have spent your working years focused on building up your nest egg in the form of retirement plans like a 401(k) or an IRA. But when it’s time to retire, you may be left scratching your head about how to turn that nest egg into a livable income. One of the biggest questions people …

Do you have what it takes to manage your own investments?

Managing your own investment portfolio has many benefits and can be the best decision for many people. However, it may not be the right choice for everyone. This video examines some of the things you should consider before you manage your own portfolio.      

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 …

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 …