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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  • OPTIONS STRADDLE

    Starting a Position with a Covered Straddle

    There are many different option strategies that investors can use to generate an income. While covered calls generate income from an existing long stock position, a covered straddle can be helpful for investors that want to initiate a long stock position and generate extra income. The trade-off is that it is a bit riskier than…

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  • Stock Market Slot Machine

    Stock Market Slot Machine

    I strongly recommend an excellent article to you, from the Psy-Fi blog, a regular on my daily reading list. The title of the article is B.F Skinner’s Stock Market Slot Machines:…

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  • Can You Have Too Much Home Equity?

    Can You Have Too Much Home Equity?

    This article on home equity was originally published in 2008, and continues to be one of our most popular posts. Please keep in mind that it is possible some of…

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  • Viaticals and Life Settlements

    Viaticals and Life Settlements

    UPDATED 2019: This article, originally published in 2008, continues to be one of our most popular posts, as people continue to seek information about viaticals and life settlements. Please keep…

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