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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5 Reasons to Work Another Year Before Retiring
There’s no shortage of advice about how to save enough to retire early, but in some cases, you may want to consider the opposite. By deciding to work another year,…
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What Are the Components of Asset Allocation?
It’s easy to see that many financial assets are highly correlated — especially large assets. If there is a new sign of an economic slowdown, investors expect the entire S&P…
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Can I Trade Options on an Index
Passive investing has exploded in recent years. Investing in broad-market indexes has surged in popularity and costs less than ever before. You can take this approach to the next level…
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Can I Trade Options in an IRA?
Many individual investors wish to utilize options trading to generate income but are unsure of whether or not they can trade options in an IRA. Most individual retirement accounts (IRAs)…
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Regulation T: What It Is and How It Impacts Margin Accounts
Margin accounts let investors borrow money from their broker to purchase stock. This leverage enables them to realize higher returns, but the same leverage increases risk. If the equity in…
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Bond Ladders vs. Bond Funds: What’s Right for You?
Many retirement investors are interested in bonds because they are both safer and more predictable than the stock market. Bonds pay out interest payments on a regular basis, and if…
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Are Buy-Write Funds a Good Hedge Against Volatility?
There are many different ways to minimize volatility in a portfolio, including diversification into multiple asset classes, but buy-write funds have become a popular alternative for stock investors looking to…
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Transfers, IRA Rollovers, and 60-Day Rollovers
A while back, one of our clients called to inquire about our thoughts on the article, IRA Rollovers Ruling Stuns Advisers and Savers. After reading it, I can certainly understand how…
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Dividends Play a Big Part in Performance
Many investors fail to appreciate the substantial impact that dividends have on stock performance over time. According to Hartford Funds, more than 80 percent of the total return of the S&P…
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When Is a Good Time to Invest in Bonds?
Bonds were a relatively uneventful asset class until the 2008 financial crisis when they quickly became a top performer. Over the course of the crisis, highly rated bonds posted a…