Cash Flow Investing Blueprint: Video 3

Investing in Bear Markets At Snider Advisors, we believe a successful investor is an educated investor. That is why we know you will find value in this video series. Part 3 covers the many components of the Snider Investment Method to handle market declines. You must figure out how you take the portfolio you worked a lifetime to accumulate and …

Cash Flow Investing Blueprint: Video 2

Cash-Secured Puts Blueprint At Snider Advisors, we believe a successful investor is an educated investor. That is why we know you will find value in this video series. In part 2, you will learn everything you need to know about selling puts in a stock portfolio. Cash-secured puts are a great tool in addition to covered calls to generate more income from …

Cash Flow Investing Blueprint: Video 1

Covered Calls Blueprint At Snider Advisors, we believe a successful investor is an educated investor. That is why we know you will find value in this video series. Part 1 takes a deep dive into Covered Calls. Income from your investments is critical in retirement when you no longer receive the paycheck from your job. Covered Calls are the primary …

Lattco AutoPilot – New Position Trade Enhancements

Starting on February 2018’s Trade Day, the steps for placing new position trades within Lattco will be a little different.  The new changes were built to streamline the process, reduce the chances of missing a trade, and potentially boost income with the addition of limit orders. Going forward, each new position will just have a “Trade New Position” button.  Lattco …

Add a Trusted Contact – FINRA Rule 2165

On March 30, 2017, the Securities and Exchange Commission adopted FINRA Rule 2165 (Financial Exploitation of Specified Adults). Rule 2165 went into effect on February 5th, 2018. Beginning on February 5th, many of you will see the following message upon logging into your Ally Invest or other brokerage account: Add a Trusted Contact (Optional) Step 1 of 3 You have the …