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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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…
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The Retirement Income Cycle: Combining Cash-Secured Puts and Covered Calls
When it comes to generating income from investments, sometimes the most powerful opportunities come from combining strategies rather than relying on just one. Covered calls, for example, allow investors to…
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Options Strategies for Retirement Income: Using Covered Calls and Cash-Secured Puts
Retirement planning often revolves around familiar income sources: Social Security, pensions, bond interest, savings accounts, and stock dividends. But what if these traditional sources aren’t enough to support the retirement…
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2026: Q3 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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Generate Portfolio Income in Retirement
In an ideal world, retirees would have so much money saved before retirement that they could hang up their hat without having to work for another dollar. However, portfolio income…
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Can Option Trading Really Give You Safer Retirement Income?
Option trading may sound like a risky endeavor, but like most investments, it’s only as risky as you make it. After all, stock investing can be incredibly risky if you’re…
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The Risk of Covered Calls: What You Need to Know Before Trading Options
Covered calls are one of the most popular options strategies for generating extra income. They’re often considered less risky than many other option strategies, but that doesn’t mean they’re risk-free.…
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Option Strategies to Maximize Your Cash Flow
Learn how to leverage options to create robust cash flow while being cognizant of 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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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.