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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How a Covered Call Advisor Can Help You Trade Options
Covered calls can be an effective way to generate income from a stock portfolio. However, options trading can feel intimidating—especially for investors without experience. While covered calls are generally considered…
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Best Option Trading Strategy for a Portfolio Paycheck
There is an options trading strategy that offers a powerful, yet often overlooked, opportunity for generating consistent monthly income. An increasing numbers of investors use this strategy – and thousands…
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2025 Year-End Review
A Note to Our Readers: The post below was originally crafted as a personal letter to our Charter Asset Management clients. We have modified it slightly so that we can…
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How to Find Covered Call Opportunities
Covered calls have become one of the most widely used option strategies for generating income. While simpler than most option strategies, finding the right covered call opportunities can be challenging—especially…
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How to Write Covered Calls With Better Yields
With a traditional approach to investing, you buy a stock with the expectation that its price will rise, allowing you to sell it for a profit in the future. The…
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How to Pick the Right Expiration Dates for Covered Calls
Learn how expiration dates impact option profitability, the trade-offs between short- and long-dated options, and how to choose the best options for your situation.
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What Are the Ideal Conditions for Covered Calls?
Discover the specific stock and option characteristics you should look for when writing covered calls to maximize your income and minimize your risk.
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How to Make Your First Covered Call Investment
Covered calls are straightforward—but not always easy. In this guide, we’ll walk you through making your first covered call investment.
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Selling Call Options: Popular Strategies & Alternatives
tock options may feel risky and unfamiliar for many traditional investors. You may worry about the possibility of losing your entire investment or simply not know how to spot opportunities…
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5 Steps to Derail your Retirement
Many of us envision a retirement filled with travel, relaxation, and the freedom to enjoy life on our own terms. However, a successful retirement doesn’t just happen. It requires years…