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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How to Choose the Right Covered Call Expirations
Covered calls are a popular strategy for generating income from a portfolio of stocks. While the strategy may seem straightforward, investors must decide between various strike prices and expiration dates…
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How & Why to Sell Options During a Recession
Recessions and economic slowdowns often trigger a decline in stock prices, as slowing revenue growth and tighter corporate margins pressure valuations. In the current environment—marked by elevated interest rates, lingering…
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How a Covered Call Advisor Can Help You Trade Options
Covered calls are an excellent way to generate income from a long stock portfolio, but options trading can be intimidating to those without experience. While you’re unlikely to lose your…
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Should Cryptocurrency Be Part of Your Retirement Plan?
Retirement investors often look for ways to generate income from their existing investments, especially during uncertain economic times. The recent volatility in the stock market spilled over to affect many…
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5 Sources of Retirement Income in 2022
Earning retirement income during uncertain economic times requires some creativity and optimism. With stock market volatility, a “set it and forget it” approach to retirement strategy likely won’t result in…
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How to Write Covered Calls on ETFs
Writing covered calls on stocks is a popular way to generate an income from a portfolio of stocks, but you can also use covered calls on ETFs (Exchange-Traded Funds) and…
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5 Signals to Predict a Bear Market (and Why It’s So Hard)
Bear markets occur when a market index falls more than 20% from recent highs. While it would be great to predict a bear market and sell immediately before it occurs,…
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How to Find the Right Stocks for Covered Calls
Covered calls are a great way to generate extra income in your portfolio. However, while the strategy is pretty straightforward, questions quickly arise when beginners start to implement it. The…
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How to Screen for Options with optionDash
Covered calls are a popular way to generate income from an equity portfolio. But, of course, the challenge is finding stocks that offer the right balance of safety, yield, and…
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Top 5 Covered Call ETFs (2022)
Exchange-traded funds (ETFs) have become a popular way for investors to access countless strategies, including covered calls. From smart beta to actively managed funds, there are many different ways for…