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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Covered Call Mistakes That Can Hurt Your Portfolio
Covered calls are often promoted as a practical way to create additional income from a stock portfolio. When used correctly, they can help investors generate steady cash flow, lower the…
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Covered Calls and Risk: Building Income While Protecting Your Portfolio
Covered calls have become a go-to strategy for investors seeking additional portfolio income, particularly those preparing for or living in retirement. The strategy is often viewed as conservative compared to…
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The Impact of Dividends on Covered Calls
Dividend-paying stocks remain a cornerstone of income-focused portfolios in 2026. Roughly 75–80% of large-cap companies in the S&P 500 still pay dividends, along with a majority of mid-cap firms. For…
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Calls vs. Puts for Retirement Income: What Actually Matters
When most investors first explore options for income, the question is often: should you use calls or puts? But framing it this way can actually lead you in the wrong…
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Conservative Option Strategies That Can Boost Retirement Income
Option trading often carries a reputation for being risky. In reality, the risk depends far more on how the strategies are used than on the tools themselves. The same is…
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2026: February and March Recap
A Note to Our Readers: The post below was originally written as personal monthly letters to our Charter Asset Management clients from our CEO, Jesse Anderson. We have modified them slightly to…
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Retirement Reality: The Shift from Accumulation to Cash Flow
The security of a steady paycheck is something most people take for granted during their working years. Every two weeks, income shows up, bills get paid, and life moves forward…
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Fixed Income vs. Financial Control: Retirement on Your Terms
Does retirement signal the end of financial control? Too often, it feels that way. Many retirees find themselves shifting from a lifetime of earning and accumulating to a phase defined…
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The Hidden Cost of Waiting to Invest for Retirement
Have you ever looked at the stock market during a strong run and thought, “I should have gotten in earlier”? That feeling is more common than most investors admit. Many…
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How Options Can Create Reliable Retirement Income
Options trading is often viewed as risky, but that reputation largely comes from how it’s used. Just like stocks, options can be either speculative or conservative. For retirees, the focus…