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 …
When Should You Roll a Covered Call?
Learn what it means to roll over a covered call and when it makes sense to do so.
When Should You Convert an IRA?
Learn what Roth conversions are and when it makes sense to do them.
How to Plan for Rising Healthcare Costs
Learn how to factor rising health care costs into your retirement planning to avoid any shortfalls.
Are Bond Funds Right For Your Portfolio?
Discover the benefits and drawbacks of investing in bond funds, as well as some alternatives to consider.
Common Cash Flow Investments
This video makes the case for cash flow investing and compares the most common income investing strategies and products.
Option Chain Problems at Ally
Some option chains are not displaying all the expiration months at Ally. Currently, this is just a problem on their “Classic” platform. You can switch to Ally Invest Live to see the up-to-date option chains with all the expirations including January. You can find a link to LIVE at the top of your screen. Option chains are available under the …
Understanding Cash Flow Investing
This video offers a simple, yet powerful illustration of the differences between investing for cash flow versus investing for capital appreciation.
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.
A Brief Tour of an Option Chain
This video, designed for the novice option investor, teaches how to read and understand an option chain.
