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 Number One Job of Your Portfolio
In our continuation of the discussion of Snider Advisors’ Guiding Principles, we will examine the principle that the number one job of your portfolio is to produce a paycheck. ERISA…
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Investing is Not the Same Thing as Saving
A mistake far too many people make is to invest money they should be saving and save money that they should be investing. In our continuation of the discussion of…
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What are House Margin Requirements?
When buying shares of a stock, you may occasionally receive an alert that reads something like this: “You are attempting to purchase a security that may be held to a…
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Texas Tomorrow: Understanding the Texas Tuition Promise Fund
Many times when we meet with clients, the topic of how to pay for their children’s college is on the forefront. There are really two main choices when deciding on a college…
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Filial Responsibility Laws: Your Parents Your Responsibility
UPDATED 2019: This article on Filial Responsibility Laws, which was originally published in 2012, continues to be one of our most popular posts. Please keep in mind that it is…
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Covered Call Pros and Cons
In this article, we examine covered call pros and cons. Before diving into the complexities of what a covered call trade is and how it can be used to generate…
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Is running out of retirement money a fate worse than death?
Imagine this – the year is 2040. You are 80 years old, in reasonably good health, and you have just spent your last penny of retirement savings. You have no…
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Stock Market Slot Machine
I strongly recommend an excellent article to you, from the Psy-Fi blog, a regular on my daily reading list. The title of the article is B.F Skinner’s Stock Market Slot Machines:…
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Can You Have Too Much Home Equity?
This article on home equity was originally published in 2008, and continues to be one of our most popular posts. Please keep in mind that it is possible some of…
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Viaticals and Life Settlements
UPDATED 2019: This article, originally published in 2008, continues to be one of our most popular posts, as people continue to seek information about viaticals and life settlements. Please keep…