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COVID-19 & Our Commitment to You

Heading Back to Bora Bora Message Sent 06.22.2020 Today was our 4th Trade Day since the Coronavirus became a regular part of our life. In one way or another, COVID-19 has caused us to change or alter nearly everything in our day-to-day lives. But, one thing that didn’t change was the Snider Investment Method.   Just as the sun rises in the …

Can I Trade Options in an IRA?

Many individual investors wish to utilize options trading to generate income but are unsure of whether or not they are able to do so in their specific investment accounts. Most individual retirement accounts (IRAs) are indeed capable of trading options, provided they request the right settings.  This includes Traditional, Rollover, Roth, Simple, and SEP IRAs. Where most investors can’t trade …

Plastic pigs sitting on a 3D pie chart. Copy says, "Transfers, Rollovers, and 60-Day Rollovers."

Transfers, IRA Rollovers, and 60-Day Rollovers

A while back, one of our clients called to inquire about our thoughts on the article, IRA Rollover Ruling Stuns Advisers and Savers. After reading it, I can certainly understand how the terminology in the article can be very confusing for the average person, so let’s clarify a few of things regarding this. What is the difference between Transfers, Direct …

Investor Training Series: Video 2

Investing for Portfolio Income Income from your investments is critical in retirement when you no longer receive the paycheck from your job. At this point in your life, finding an investment approach to create income that supports your lifestyle is imperative. In this video, we explore how bear markets can be devastating for a retiree. Watch Part 2: Investing for …

Investor Training Series: Video 1

Snider Investment Method: Your Portfolio Income Kit At Snider Advisors, we believe you should be in the driver’s seat and a successful investor is an educated investor. That is why we worked harder than ever to produce our best training series yet. Part-1 of the training walks you through how investing for income can be the difference between a financially secure …

New Training! Income Investing

At Snider Advisors, we believe education is the foundation of your success as an investor. As you prepare for retirement, the single biggest issue you will face is figuring out how to convert your investment portfolio into spendable monthly income so that you can live without work or worry. In this compelling video, you’ll learn how investing for income can help maximize your …

Part 2: How to Generate Income from Your Portfolio

The second video in our 3-part Income Investor Training Series is now available! Income from your investments is critical in retirement when you no longer receive the paycheck from your job. At this point in your life, finding an investment approach to create income that supports your lifestyle is imperative. In today’s lesson, we explain a primary component of the …

Part 1: The Benefits of Income Investing

Start our 3-Part Investor Training Series! At Snider Advisors, we believe a successful investor is an educated investor. That is why we worked harder than ever to produce our best training series yet. Over the next few days, we will release our 3-part training series to help you become a better investor. Today, part-1, the Benefits of Income Investing, is …

Top 5 Retirement Investment Mistakes To Avoid

By: Jesse Anderson In my daily interactions with clients and potential clients, I get to hear the horror stories from their investment past.  Hopefully, you haven’t made these same mistakes.  Here are the Top 5 mistakes I regularly hear from investors ready to retire.  Trying to Time the Market We’ve all heard “Buy Low and Sell High.” In theory, that sounds …