Ally Invest’s Digital Conference Replay

Our Director of Education, Shelley Seagler, participated in Ally Invest’s Digital Conference last month. Watch the video below to learn more about Shelley, Snider Advisors, and how we trade options to generate portfolio income. Watch Ally Invest’s Senior Options Analyst, Brian Overby, interview Shelley during Ally’s Digital Conference. The interview originally aired live on Ally’s YouTube channel on June 24, …

Merry Christmas

Christmas Traditions at Snider Advisors

We have some great employees at Snider Advisors.  To show my appreciation, I like to give them some extra time around the holidays to spend with their family and friends.  As a result, our normal levels of support might be a little delayed.  We thank you for all your business in 2016 and look forward to an even better 2017. …

ANSWERED: The Top 9 Questions Potential Clients Should Ask Advisors

I recently read an article on the Top 9 Questions Potential Clients Ask Advisors. Having been in many meetings with potential clients, some of these are more common than others. Overall, I thought it was a great list for someone interviewing potential advisors. I’ve never had to sit on the other side of the table in one of these meetings, but these are questions you should ask and answers you should know about your investment advisor. Here are my responses to the top questions: