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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Retirement Reality: The Shift from Accumulation to Cash Flow
The security of a steady paycheck is something most people take for granted during their working years. Every two weeks, income shows up, bills get paid, and life moves forward…
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Fixed Income vs. Financial Control: Retirement on Your Terms
Does retirement signal the end of financial control? Too often, it feels that way. Many retirees find themselves shifting from a lifetime of earning and accumulating to a phase defined…
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The Hidden Cost of Waiting to Invest for Retirement
Have you ever looked at the stock market during a strong run and thought, “I should have gotten in earlier”? That feeling is more common than most investors admit. Many…
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How Options Can Create Reliable Retirement Income
Options trading is often viewed as risky, but that reputation largely comes from how it’s used. Just like stocks, options can be either speculative or conservative. For retirees, the focus…
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How a Covered Call Advisor Can Help You Trade Options
Covered calls can be an effective way to generate income from a stock portfolio. However, options trading can feel intimidating—especially for investors without experience. While covered calls are generally considered…
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Best Option Trading Strategy for a Portfolio Paycheck
There is an options trading strategy that offers a powerful, yet often overlooked, opportunity for generating consistent monthly income. An increasing numbers of investors use this strategy – and thousands…
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2025 Year-End Review
A Note to Our Readers: The post below was originally crafted as a personal letter to our Charter Asset Management clients. We have modified it slightly so that we can…
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How to Find Covered Call Opportunities
Covered calls have become one of the most widely used option strategies for generating income. While simpler than most option strategies, finding the right covered call opportunities can be challenging—especially…
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How to Write Covered Calls With Better Yields
With a traditional approach to investing, you buy a stock with the expectation that its price will rise, allowing you to sell it for a profit in the future. The…
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How to Pick the Right Expiration Dates for Covered Calls
Learn how expiration dates impact option profitability, the trade-offs between short- and long-dated options, and how to choose the best options for your situation.