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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  • 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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