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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3 Covered Call Examples & the Outcomes
Learn how covered calls work by looking at three scenarios illustrating the best to worst cases – and tips for managing positions to mitigate risk.
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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…
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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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Generating Income with Cash Secured Puts
Options are often seen as speculative instruments for traders, but many investors use them to generate income. In fact, the most sophisticated option traders use them to reduce risk, limit…
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Using Covered Calls to Generate Retirement Income
Many retirees draw down their portfolios to finance their retirement, but generating income can help stretch your savings much longer. While dividend stocks and bonds are popular income investments, covered…
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Calls or Puts: Which Is Better for Income?
Stock options generally fall into two main categories, but they can be combined in countless ways to create diverse strategies. Option income strategies are designed to capitalize on time decay…
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Calls and Puts: The Basics of Trading Options
When most people think about investing, they think about trading stocks, but that’s not necessarily the only (or best) choice for those looking to generate income from an investment portfolio.…
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Should You Trust AI to Manage Your Retirement Portfolio?
Artificial intelligence has quickly become part of everyday life. It can draft emails, summarize reports, analyze spreadsheets, answer financial questions, and even explain complex investment concepts in seconds. As these…
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2026: Q2 Snider Investment Method 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…
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How the Wheel Option Strategy Works
There are many different options strategies designed to generate an income. While covered calls are the most popular, traders may also use iron condors, butterfly spreads, diagonal spreads or calendar…