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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The Impact of Dividends on Covered Calls
More than 80 percent of large-cap companies in the S&P 500 index pay dividends, along with about 70 percent of mid-cap companies and just over half of small-cap companies. Many…
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How to Select a Broker for Covered Calls
Covered calls are a great low-risk strategy to generate a predictable income from an existing portfolio. By selling call options against stocks that you own, you can generate an income…
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Weekly vs. Monthly Covered Calls
Covered calls are a great low-risk strategy to generate an income from an existing equity portfolio. By selling call options against an existing equity position, protect your downside some if…
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How and When to File for Social Security
Most people look forward to retirement and plan on Social Security to cover at least some of their retirement expenses. Before you decide to join the nearly three-quarters of Americans…
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Should You Borrow from Your Retirement Plan?
Nearly 20% of 401(k) participants have an outstanding plan loan, according to the Employee Benefits Research Institute, despite the widespread advice to leave these funds untouched until retirement. While it’s certainly…
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72T Distributions: How to Take Early Withdrawals from your IRA
In this article, we examine 72T distributions. It’s no secret that Uncle Sam wants you to save for retirement. With IRAs, Roth IRAs, and 401(k)s, you can defer or avoid…
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What is Tax Loss Harvesting?
This strategy is known as tax-loss harvesting and it’s a common technique used by wealthy investors to reduce their tax exposure.
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Unwise Investment Decisions
This is the perfect example of an unwise investment decision. Last weekend a friend said to me, “I cashed out my entire 401(k) before the tech bubble, and Thank God!,…
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Should You Sell Your Company Stock?
Many people hold an oversized chunk of their portfolios in company stock. While it may be performing well, there is a large body of research that has shown that holding…
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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…