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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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  • Cash-Secured Puts
    November 2, 2026

    Get Paid While You Wait: Using Cash-Secured Puts to Buy Stocks at Your Price

    Have you ever found a company you’d like to own, decided what you’d be willing to pay for its stock, and then waited weeks or even months for the price to drop? In the meantime, your cash sits on the sidelines while you wait for the opportunity to buy. What if you could get paid…

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  • How Covered Calls Can Help You Rebalance Your Portfolio
    April 1, 2025

    How Covered Calls Can Help You Rebalance Your Portfolio

    Covered calls are a popular way to generate extra income, but you can also use them to strategically rebalance and diversify your portfolio.

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  • How to Hire a Covered Call Expert
    April 1, 2025

    How to Hire a Covered Call Expert

    Learn how covered calls work, what you should look for when hiring an expert, and why Snider Advisors might be a good fit.

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  • How to Use Calendar Spreads for Income
    March 17, 2025

    How to Use Calendar Spreads for Income

    Learn how calendar spreads provide consistent income regardless of the market’s direction – and whether they’re right for your portfolio.

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  • Are Covered Calls Good in a Bear Market?
    February 7, 2025

    Are Covered Calls Good in a Bear Market?

    Image this scenario: You’re approaching retirement and suddenly the market moves sharply lower. More than ten percent of your portfolio has disappeared and you’re concerned that the bear market could…

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  • When Should You Roll a Covered Call?
    February 1, 2025

    When Should You Roll a Covered Call?

    Covered call options are often pitched as a low-risk way to generate an income on a long-term stock position. While you boost income with a covered call, there can be…

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  • Finding a Financial Advisor You Can Trust
    February 19, 2024

    Finding a Financial Advisor You Can Trust

    Learn how to find a financial advisor you can trust by understanding their fee structures, fiduciary responsibilities, credentials, and more. We take a deep dive to help you make the…

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  • 5 Mistakes to Avoid When Selling Puts
    October 16, 2023

    5 Mistakes to Avoid When Selling Puts

    Discover some of the most common mistakes when selling put options and tips that you can use to avoid them.

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  • Why You Need a Covered Call Advisor
    October 10, 2023

    Why You Need a Covered Call Advisor

    Learn how covered calls fit into a retirement portfolio and how advisors can help you leverage them without taking on unnecessary risk.

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  • Why & How to Automate Your Covered Call  Trading Strategy
    October 10, 2023

    Why & How to Automate Your Covered Call Trading Strategy

    Learn why you should automate your covered call strategies and a step-by-step process you can use to do it.

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  • Moving to TradeStation from Ally Invest
    August 2, 2023

    Moving to TradeStation from Ally Invest

    We are excited to announce that we are now working with TradeStation. Going forward, it will be the primary supported brokerage firm for Lattco Pro and AutoPilot. Why TradeStation? Earlier…

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