Generated by All in One SEO Pro v4.9.10, this is an llms.txt file, used by LLMs to index the site. # Snider Advisors Covered Calls for Income ## Sitemaps - [XML Sitemap](https://www.snideradvisors.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [2026: Q2 Snider Investment Method Recap](https://www.snideradvisors.com/blog/2026-q2-snider-investment-method-recap/) - The second quarter of 2026 was another successful period for the Snider Investment Method. Here's month-by-month look back at how this quarter unfolded. - [2026: February and March Recap](https://www.snideradvisors.com/blog/2026-february-and-march-recap/) - The post below was originally written as a personal letter to our Charter Asset Management clients from our CEO, Jesse Anderson. - [How the Wheel Option Strategy Works](https://www.snideradvisors.com/blog/how-the-wheel-option-strategy-works/) - There are many different options strategies designed to generate an income. While covered calls are the most popular, traders may also use iron condors, butterfly spreads, diagonal spreads or calendar spreads to generate income that may be less risky or more lucrative than simply buying dividend-paying stocks or conventional bonds. The wheel option strategy is - [How Do Cash-Secured Puts Work?](https://www.snideradvisors.com/blog/how-do-cash-secured-puts-work/) - Options are often associated with speculation, but many investors use them strategically to generate income or achieve long-term goals. One such approach is the cash-secured put, which offers an alternative way to purchase stock at a discount while collecting option premium income. With this strategy, investors earn a cash premium upfront—income they keep regardless of - [Covered Call Pros and Cons](https://www.snideradvisors.com/blog/covered-calls-explained/) - Covered calls can be a powerful way to earn extra income from stocks you already own. Like any strategy, they come with trade-offs. Before diving into how they work, it is important to review the basics of options. Options come in two types: calls and puts. A call option gives the buyer the right, but - [06/17/2026 - Optimum Communications, Inc. (OPTU)](https://www.snideradvisors.com/blog/06-17-2026-optimum-communications-inc-optu/) - Attention, those of you who own Optimum Communications, Inc. (OPTU): OPTU has announced a tender offer to purchase up to 120 million shares of its Class A stock at a price of $2.50 per share. More information about the tender offer can be found here. We do not recommend any specific election regarding the tender - [How to Protect Gains with Options](https://www.snideradvisors.com/blog/how-to-protect-your-gains-with-options/) - Most investors are happy with unrealized gains, but there’s always a risk of loss until they sell. Fortunately, there are a couple of options strategies that you can use to protect gains by locking in profits without immediately selling your stock. The key is finding the strategy that provides the right level of protection, upside - [Covered Call Mistakes That Can Hurt Your Portfolio](https://www.snideradvisors.com/blog/covered-call-mistakes-that-can-hurt-your-portfolio/) - In this article, you will learn common covered call mistakes that can damage your portfolio and how to keep from making them. - [How to Use Calendar Spreads for Income](https://www.snideradvisors.com/blog/how-to-use-calendar-spreads-for-income/) - Learn how calendar spreads provide consistent income regardless of the market's direction – and whether they're right for your portfolio. - [Covered Calls and Risk: Building Income While Protecting Your Portfolio](https://www.snideradvisors.com/blog/covered-calls-and-risk-building-income-while-protecting-your-portfolio/) - Covered calls have become a go-to strategy for investors seeking additional portfolio income, particularly those preparing for or living in retirement. The strategy is often viewed as conservative compared to many other options approaches because it involves selling call options against stocks you already own. Still, “conservative” does not mean “risk-free.” Before incorporating covered calls - [05/13/2026 - Coterra Energy Inc. (CTRA)](https://www.snideradvisors.com/blog/05-13-2026-coterra-energy-inc-ctra/) - Attention, those of you who own Coterra Energy Inc. (CTRA): CTRA has been acquired by Devon Energy Corporation (DVN). As a result of this acquisition, all owners of CTRA have received 0.70 shares of DVN for every 1 share of CTRA that was previously owned. Please note: Calls that were sold against CTRA last month - [The Impact of Dividends on Covered Calls](https://www.snideradvisors.com/blog/the-impact-of-dividends-on-covered-calls/) - Dividend-paying stocks remain a cornerstone of income-focused portfolios in 2026. Roughly 75–80% of large-cap companies in the S&P 500 still pay dividends, along with a majority of mid-cap firms. For many retirees, dividends provide a reliable income stream without the need to sell shares. At the same time, covered call strategies continue to be widely - [Calls vs. Puts for Retirement Income: What Actually Matters](https://www.snideradvisors.com/blog/calls-vs-puts-for-retirement-income-what-actually-matters/) - Should option investors use calls or puts? This article offers a comprehensive look into calls vs. puts and discusses which may be better for retirement income: - [Conservative Option Strategies That Can Boost Retirement Income](https://www.snideradvisors.com/blog/conservative-option-strategies-that-can-boost-retirement-income/) - In this article, you will get a comprehensive look at two conservative option strategies you can use in your own portfolio to can boost your retirement income. - [Retirement Reality: The Shift from Accumulation to Cash Flow](https://www.snideradvisors.com/blog/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 with a sense of stability. Then retirement arrives and that paycheck stops. The question becomes simple, but not easy: now what? Unless you are one - [Fixed Income vs. Financial Control: Retirement on Your Terms](https://www.snideradvisors.com/blog/fixed-income-vs-financial-control-retirement-on-your-terms/) - Does retirement signal the end of financial control? Many retirees find themselves shifting from a lifetime of earning to a phase defined by limitations. - [The Hidden Cost of Waiting to Invest for Retirement](https://www.snideradvisors.com/blog/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 people sit on the sidelines, waiting for the “right” moment to invest, only to watch opportunities pass them by. While caution can feel like the - [How Options Can Create Reliable Retirement Income](https://www.snideradvisors.com/blog/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 isn’t on chasing big wins. It is on generating steady, dependable income while protecting capital. When used thoughtfully, options can support that goal and even - [How to Handle Debt in Retirement](https://www.snideradvisors.com/blog/how-to-handle-debt-in-retirement/) - Debt isn’t necessarily a bad thing. When properly used, it can provide the necessary leverage to build wealth. The problem with debt during retirement is that the monthly payments can take a toll on your fixed income. It’s always a good idea to pay down debt as you approach retirement for this reason. - [How Covered Calls Can Help You Rebalance Your Portfolio](https://www.snideradvisors.com/blog/how-covered-calls-can-help-you-rebalance-your-portfolio/) - Covered calls are a popular way to generate extra income, but you can also use them to strategically rebalance and diversify your portfolio. - [How a Covered Call Advisor Can Help You Trade Options](https://www.snideradvisors.com/blog/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 one of the more conservative options strategies, building a reliable income stream still requires skill and discipline. This is where a covered call advisor may - [How to Choose the Right Covered Call Expirations](https://www.snideradvisors.com/blog/choose-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 that influence the risk of selling stock, as well as premium income and capital gains. In this article, we will take a look at how - [Best Option Trading Strategy for a Portfolio Paycheck](https://www.snideradvisors.com/blog/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 of our clients have used it for years – to generate more income, and experience less volatility in their portfolio. This option trading strategy is - [2025 Year-End Review](https://www.snideradvisors.com/blog/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 share these insights and our recap of 2025 with the entire Snider Advisors community. As we move into 2026, we would like to look back - [02/18/2026 - Xerox Holdings Corp (XRX)](https://www.snideradvisors.com/blog/02-18-2026-xerox-holdings-corp-xrx/) - Attention, those of you who own Xerox Holdings Corp (XRX): XRX has announced a distribution of warrants to current owners of XRX stock. Stockholders of record as of February 9, 2026, will receive 1 warrant for every 2 shares of XRX owned. The distribution of the warrants was completed on February 12, 2026. To illustrate - [2025 Snider Method Tax Preparation](https://www.snideradvisors.com/blog/2025-snider-method-tax-preparation/) - Tax filing season is here! To help you prepare, we’ve put together a quick guide on how to retrieve your essential tax documents from TradeStation. Taxable Account Holders: How to Download Your 1099-ConsolidatedThe 1099-Consolidated is the official form provided to you and the IRS to report your transactions, interest, and dividends for the year. Log - [02/18/2026 - American Axle & Manufacturing Holdings, Inc. (AXL)](https://www.snideradvisors.com/blog/02-18-2026-american-axle-manufacturing-holdings-inc-axl/) - Attention, those of you who own American Axle & Manufacturing Holdings, Inc. (AXL): AXL has undergone a name and symbol change to Dauch Corporation (DCH). All outstanding shares of AXL have been replaced with shares of DCH, and all outstanding AXL options have been replaced with corresponding DCH options. CoPilot users will need to update - [02/18/2026 - Civitas Resources, Inc. (CIVI)](https://www.snideradvisors.com/blog/02-18-2026-civitas-resources-inc-civi/) - Attention, those of you who own Civitas Resources, Inc. (CIVI): CIVI has been acquired SM Energy Company (SM). As a result of this acquisition, all owners of CIVI have received 1.45 shares of SM for every 1 share of CIVI that was previously owned. Please note: Calls that were sold against CIVI last month have - [How to Find Covered Call Opportunities](https://www.snideradvisors.com/blog/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 when you’re trying to build a well-balanced portfolio with minimal risk. In this article, we’ll walk through how to select appropriate stocks, choose the right - [The Risk of Covered Calls: What You Need to Know Before Trading Options](https://www.snideradvisors.com/blog/the-risk-of-covered-calls-what-you-need-to-know-before-trading-options/) - Covered calls are one of the most popular options strategies for generating extra income. They’re often considered less risky than many other option strategies, but that doesn’t mean they’re risk-free. If you’re looking to create consistent income from your portfolio—especially in retirement—it’s critical to understand both the risks of covered calls and the steps you - [How to Write Covered Calls With Better Yields](https://www.snideradvisors.com/blog/write-covered-calls-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 focus is the stock’s capital appreciation potential. But how does this approach fare when your primary goal is portfolio income? The answer largely depends on - [How to Pick the Right Expiration Dates for Covered Calls](https://www.snideradvisors.com/blog/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. - [Why & How to Automate Your Covered Call Trading Strategy](https://www.snideradvisors.com/blog/why-and-how-to-automate-your-covered-call-trading-strategy/) - Learn why you should automate your covered call strategies and a step-by-step process you can use to do it. - [01/14/2026 - Warner Bros. Discovery Inc. (WBD)](https://www.snideradvisors.com/blog/01-14-2026-warner-bros-discovery-inc-wbd/) - Attention, those of you who own Warner Bros. Discovery Inc. (WBD): WBD is the target of proposed acquisitions by both Netflix Inc. (NFLX) and Paramount Skydance Corporation (PSKY). There are a number of shareholder and regulatory hurdles that either of these proposed acquisitions will need to address before they are agreed upon or completed. For - [01/14/2026 - Anywhere Real Estate Inc. (HOUS)](https://www.snideradvisors.com/blog/01-14-2026-anywhere-real-estate-inc-hous/) - Attention, those of you who own Anywhere Real Estate Inc. (HOUS): HOUS has completed a merger with Compass, Inc. (COMP). As a result of this merger, all owners of HOUS have received 1.436 shares of COMP for every 1 share of HOUS that was previously owned. Because of this merger, you should sell your shares - [01/14/2026 - Comcast Corporation (CMCSA)](https://www.snideradvisors.com/blog/01-14-2026-comcast-corporation-cmcsa/) - Attention, those of you who own Comcast Corporation (CMCSA): CMCSA has completed a spinoff of a new company, Versant Media Group, Inc. (VSNT). More information on this spinoff can be found here. As part of the spinoff, holders of CMCSA stock will receive one share of VSNT for every 25 shares of CMCSA owned on - [01/14/2026 - CommScope Holding Company, Inc. (COMM)](https://www.snideradvisors.com/blog/01-14-2026-commscope-holding-company-inc-comm/) - Attention, those of you who own CommScope Holding Company, Inc. (COMM): COMM has undergone a name and symbol change to Vistance Networks, Inc. (VISN). All outstanding shares of COMM have been replaced with shares of VISN, and all outstanding COMM options have been replaced with corresponding VISN options. CoPilot users will need to update your - [What Are the Ideal Conditions for Covered Calls?](https://www.snideradvisors.com/blog/what-are-the-ideal-conditions-for-covered-calls/) - Discover the specific stock and option characteristics you should look for when writing covered calls to maximize your income and minimize your risk. - [12/17/2025 - Interpublic Group of Cos., Inc. (IPG)](https://www.snideradvisors.com/blog/12-17-2025-interpublic-group-of-cos-inc-ipg/) - Attention, those of you who own Interpublic Group of Cos., Inc. (IPG): IPG has been acquired by Omnicom (OMC). As a result of this acquisition, all owners of IPG have received 0.344 shares of OMC for every 1 share of IPG that was previously owned. Because of this acquisition, you should sell your shares of - [12/17/2025 - Hanesbrands, Inc. (HBI)](https://www.snideradvisors.com/blog/12-17-2025-hanesbrands-inc-hbi/) - Attention, those of you who own Hanesbrands, Inc. (HBI): HBI has been acquired by Gildan Activewear, Inc. (GIL). As a result of this acquisition, all owners of HBI have received 0.102 shares of GIL and a cash payment of $0.80 for every 1 share of HBI that was previously owned. As a result, some alterations - [Snider Advisors: Tax Loss Harvesting 2025](https://www.snideradvisors.com/blog/snider-advisors-tax-loss-harvesting-2025/) - As 2025 draws to a close, clients who own taxable investment accounts should be looking at the possibility of temporarily selling one or more positions in order to take advantage of the tax loss that it will generate. This will reduce your taxable income (and, by extension, the taxes you will pay) on your account. - [How to Make Your First Covered Call Investment](https://www.snideradvisors.com/blog/how-to-make-your-first-covered-call-investment/) - Covered calls are straightforward—but not always easy. In this guide, we'll walk you through making your first covered call investment. - [When Should You Roll a Covered Call?](https://www.snideradvisors.com/blog/when-should-you-roll-a-covered-call/) - Covered call options are often pitched as a low-risk way to generate an income on a long-term stock position. While you boost income with a covered call, there can be a high opportunity cost if the underlying stock moves sharply higher and you’re forced to sell early. Deciding to roll a covered call is a common way - [11/20/2025 - Altice USA, Inc. (ATUS)](https://www.snideradvisors.com/blog/11-20-2025-altice-usa-inc-atus/) - Attention, those of you who own Altice USA, Inc. (ATUS): ATUS has undergone a name and symbol change to Optimum Communications, Inc. (OPTU). All outstanding shares of ATUS have been replaced with shares of OPTU, and all outstanding ATUS options have been replaced with corresponding OPTU options. CoPilot users will need to update your worksheets - [11/19/2025 - Guess? Inc. (GES)](https://www.snideradvisors.com/blog/11-19-2025-guess-inc-ges/) - Attention, those of you who own Guess? Inc. (GES): GES has agreed to go private in a deal valuing the shares at approximately $16.75. This results in little to no option volume, making it no longer suitable to trade the Snider Investment Method. Because of this situation, you should sell your shares of GES and - [Selling Call Options: Popular Strategies & Alternatives](https://www.snideradvisors.com/blog/selling-call-options-popular-strategies-alternatives/) - tock options may feel risky and unfamiliar for many traditional investors. You may worry about the possibility of losing your entire investment or simply not know how to spot opportunities in the options market. Both of these concerns are valid. However, not all option strategies carry the same level of risk or complexity. In this - [5 Steps to Derail your Retirement](https://www.snideradvisors.com/blog/5-steps-to-derail-your-retirement/) - Many of us envision a retirement filled with travel, relaxation, and the freedom to enjoy life on our own terms. However, a successful retirement doesn’t just happen. It requires years of intentional preparation, smart financial management, and thoughtful planning. Without a proactive approach, it’s easy to make costly mistakes that can derail even the best-laid - [3 Safe Options Strategies for Retirement Portfolios](https://www.snideradvisors.com/blog/3-safe-options-strategies-for-retirement-portfolios/) - Options may have a reputation for being high-risk investments, but these three strategies could help you reach your retirement goals. - [Using Covered Calls to Generate Retirement Income](https://www.snideradvisors.com/blog/using-covered-calls-to-generate-retirement-income/) - Many retirees draw down their portfolios to finance their retirement, but generating income can help stretch your savings much longer. While dividend stocks and bonds are popular income investments, covered calls can provide an extra boost (and some downside protection). As a result, they may be a worthwhile addition to your retirement plan. In this - [10/15/2025 - Shutterstock Inc. (SSTK)](https://www.snideradvisors.com/blog/10-15-2025-shutterstock-inc-sstk/) - Attention, those of you who own Shutterstock Inc. (SSTK): SSTK is preparing to complete a merger with Getty Images Holdings, Inc. (GETY). More can be read about the merger here. Those of you who own SSTK have likely received an email notification from your brokerage containing a link to a form asking you how you - [5 Mistakes to Avoid When Selling Covered Calls](https://www.snideradvisors.com/blog/5-mistakes-to-avoid-when-selling-covered-calls/) - Here’s a hard truth: not every investor succeeds at building a profitable portfolio. Sometimes it’s the market’s unpredictability, but more often it’s because newer investors lack a clear strategy. In short, they don’t know how to navigate the pitfalls of the market. One of the reasons we recommend option trading – more specifically, selling covered calls – - [09/17/2025 - Echostar Corporation (SATS)](https://www.snideradvisors.com/blog/09-17-2025-echostar-corporation-sats/) - Attention, those of you who own Echostar Corporation (SATS): SATS was formed in a merger between Dish Network (DISH) and the prior Echostar Corporation in January of 2024. We issued a position alert on that action, which you can read here. As a result of that merger, Snider clients who owned DISH at that time - [3 Covered Call Examples & the Outcomes](https://www.snideradvisors.com/blog/3-covered-call-examples-and-the-outcomes/) - Learn how covered calls work by looking at three scenarios illustrating the best to worst cases – and tips for managing positions to mitigate risk. - [Starting a Position with a Covered Straddle](https://www.snideradvisors.com/blog/starting-a-position-with-a-covered-straddle/) - There are many different option strategies that investors can use to generate an income. While covered calls generate income from an existing long stock position, a covered straddle can be helpful for investors that want to initiate a long stock position and generate extra income. The trade-off is that it is a bit riskier than - [Calls or Puts: Which Is Better for Income?](https://www.snideradvisors.com/blog/calls-vs-puts-which-is-the-better-for-generating-income/) - Stock options generally fall into two main categories, but they can be combined in countless ways to create diverse strategies. Option income strategies are designed to capitalize on time decay to generate consistent income. Investors may choose to utilize calls, puts, or a blend of both to achieve these objectives. In this article, we will - [Generating Income with Cash Secured Puts](https://www.snideradvisors.com/blog/generating-income-with-cash-secured-puts/) - Options are often seen as speculative instruments for traders, but many investors use them to generate income. In fact, the most sophisticated option traders use them to reduce risk, limit downside and boost the income on a stock portfolio. While covered calls are the most popular income strategy, there are several others that investors should - [Option Strategies to Maximize Your Cash Flow](https://www.snideradvisors.com/blog/option-strategies-to-maximize-your-cash-flow/) - Learn how to leverage options to create robust cash flow while being cognizant of risk. - [Calls and Puts: The Basics of Trading Options](https://www.snideradvisors.com/blog/calls-puts-basics-trading-options/) - When most people think about investing, they think about trading stocks, but that’s not necessarily the only (or best) choice for those looking to generate income from an investment portfolio. The trouble with regular stock trading is that you need a significant amount of money upfront to get started, and, in addition to choosing the - [Top 5 High-Yield Retirement Income Strategies](https://www.snideradvisors.com/blog/top-5-high-yield-retirement-income-strategies/) - Learn how to boost your portfolio's income potential by looking beyond core bond allocations and dividend stocks. - [07/16/2025 - Walgreens Boots Alliance, Inc. (WBA)](https://www.snideradvisors.com/blog/07-16-2025-walgreens-boots-alliance-inc-wba/) - Attention, those of you who own Walgreens Boots Alliance, Inc. (WBA): WBA is being acquired by Sycamore Partners Management, L.P. The acquisition will include a buyout of $11.45 per share for all outstanding shares of WBA. Because of this acquisition, you should sell your shares of WBA and transmogrify on Trade Day, if necessary. If - [07/16/2025 - Foot Locker, Inc. (FL)](https://www.snideradvisors.com/blog/07-16-2025-foot-locker-inc-fl/) - Attention, those of you who own Foot Locker, Inc. (FL): FL is the target of an acquisition by Dick's Sporting Goods (DKS). The proposed acquisition includes a buyout of $24 per share for all outstanding shares of FL. Because of this proposed acquisition, you should sell your shares of FL and transmogrify on Trade Day, - [06/18/2025 - Altisource Portfolio Solutions S.A. (ASPS)](https://www.snideradvisors.com/blog/06-18-2025-altisource-portfolio-solutions-s-a-asps/) - Attention, those of you who own Altisource Portfolio Solutions S.A. (ASPS): ASPS has enacted a 1-for-8 reverse stock split. As a result, some alterations need to be made to your Snider Investment Method worksheets. CoPilot & AutoPilot clients: the adjustments have been made to your individual stock purchase records. They will be reflected in your account next Trade - [Generate Portfolio Income in Retirement](https://www.snideradvisors.com/blog/portfolio-can-generate-income-retirement/) - In an ideal world, retirees would have so much money saved before retirement that they could hang up their hat without having to work for another dollar. However, portfolio income in retirement is a huge challenge for many retirees. Despite diligent saving, many Americans find that their retirement nest egg isn't sufficient for a comfortable - [Using Covered Calls to Boost Retirement Income](https://www.snideradvisors.com/blog/using-covered-calls-to-boost-retirement-income/) - Learn how covered calls can help you boost retirement income and bridge the gap between stocks and bonds. - [Can Option Trading Really Give You Safer Retirement Income?](https://www.snideradvisors.com/blog/can-option-trading-really-give-you-safer-retirement-income/) - Option trading may sound like a risky endeavor, but like most investments, it’s only as risky as you make it. After all, stock investing can be incredibly risky if you’re investing in penny stocks, but few financial advisors would argue against a diversified blue-chip stock portfolio. The key to building income for retirement is using - [Tariff Turmoil - The Power of a Proven Strategy](https://www.snideradvisors.com/blog/tariff-turmoil-the-power-of-a-proven-strategy/) - I’m back with a few final thoughts on the recent tariff-related volatility—for now. Since April’s Trade Day, when markets dropped over 2%, we’ve seen a strong and steady rebound. Much of the value lost during the initial reaction to tariff headlines has already been recovered. Most of the calls we sold last month are on - [05/14/2025 - Costamare Inc. (CMRE)](https://www.snideradvisors.com/blog/05-14-2025-costamare-inc-cmre/) - Attention, those of you who own Costamare Inc. (CMRE): CMRE has completed a spin-off of its dry bulk business into a new standalone company, Costamare Bulkers Holdings Limited (CMDB). As part of the spin-off, holders of CMRE stock will receive one share of CMDB for every five shares of CMRE owned on the date of - [05/14/2025 - Nordstrom Inc. (JWN)](https://www.snideradvisors.com/blog/05-14-2025-nordstrom-inc-jwn/) - Attention, those of you who own Nordstrom Inc. (JWN): JWN is being taken private by the Nordstrom family and El Puerto de Liverpool. The buyout will include a payment of $24.25 per share for all outstanding shares of JWN. Because of this privatization, you should sell your shares of JWN on Trade Day and Transmogrify - [Tariff Turmoil - Reciprocal Relief and Exemptions](https://www.snideradvisors.com/blog/tariff-turmoil-reciprocal-relief-and-exemptions/) - There was no shortage of excitement last week, and fortunately, the markets did make progress in recapturing some of the losses from the week before. Between delays in reciprocal tariffs and certain exemptions, the news continues to change by the day. First, I’ll reiterate the main theme from last week’s email, which was that we’ve - [Tariff Turmoil](https://www.snideradvisors.com/blog/tariff-turmoil/) - In times of turmoil, I believe communication is key. First, it is important to remember that with the Snider Investment Method, we’ve prepared for these types of conditions. We know that bear markets happen roughly every 5 years, and that we must maintain income throughout these cycles to achieve success and peace of mind when - [Tariff Turmoil - Encouraging Headlines](https://www.snideradvisors.com/blog/tariff-turmoil-encouraging-headlines/) - Over the past month, stock markets have experienced big swings, driven largely by evolving policy announcements and comments from the White House. While such dramatic price movements are uncommon under normal conditions, it’s important to understand that they can temporarily spike during times of transition. Although the path ahead is impossible to predict, there’s a - [Emotions Are an Investor’s Worst Enemy](https://www.snideradvisors.com/blog/emotions-investors-worst-enemy/) - Humans are hardwired for survival, but this innate motivation to stay safe can be fundamentally at odds with investment success. Emotional responses to market volatility—especially fear and greed—can trigger impulsive decisions that derail even the most well-thought-out investment plans. But these reactions are deeply ingrained, and for most investors, they represent the greatest obstacle to - [How & Why to Sell Options During a Recession](https://www.snideradvisors.com/blog/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 inflation, and ongoing market volatility—investors face increased uncertainty. While some choose to ride it out or shift capital into cash or short-duration bonds, selling options - [2/26/2025 - Western Digital Corporation (WDC)](https://www.snideradvisors.com/blog/2-26-2025-western-digital-corporation-wdc/) - Attention, those of you who own Western Digital Corporation (WDC): WDC has completed a spinoff of a new company, SanDisk Corporation (SNDK). As part of the spin-off, holders of WDC stock will receive one share of SNDK for every three shares of WDC owned on the date of record, February 12th, 2025. If you are - [Are Covered Calls Good in a Bear Market?](https://www.snideradvisors.com/blog/covered-calls-good-strategy-bear-market/) - Image this scenario: You’re approaching retirement and suddenly the market moves sharply lower. More than ten percent of your portfolio has disappeared and you’re concerned that the bear market could worsen over the next couple of months. You worry that you may have to adjust your retirement income expectations if nothing changes. Unfortunately, this scenario - [New Recommended Broker: TradeStation](https://www.snideradvisors.com/blog/new-recommended-broker-tradestation/) - We recently announced that going forward, TradeStation will be our recommended brokerage firm. They will also be the primary supported brokerage firm for Lattco Pro and AutoPilot. We began conversations with TradeStation early this year. Since then, we have continued to grow more excited about the opportunity to work with them. We would like to - [Guides to Opening Your TradeStation Account](https://www.snideradvisors.com/blog/guides-to-opening-your-tradestation-account/) - To help your transition from Ally Invest to TradeStation be as seamless as possible, we have created two resources to walk you through the process of establishing your account. How to Open Your TradeStation Account is a detailed guide that offers step-by-step instructions on completing the account application. It includes multiple screenshots, tells you what - [Moving to TradeStation from Ally Invest](https://www.snideradvisors.com/blog/moving-to-tradestation-from-ally-invest/) - We are excited to announce that we are now working with TradeStation. Going forward, it will be the primary supported brokerage firm for Lattco Pro and AutoPilot. Why TradeStation? Earlier this year, we began the search for another brokerage partner. After meeting with several other companies, we decided that TradeStation would be the best fit - [Finding a Financial Advisor You Can Trust](https://www.snideradvisors.com/blog/finding-a-financial-advisor-you-can-trust/) - Learn how to find a financial advisor you can trust by understanding their fee structures, fiduciary responsibilities, credentials, and more. We take a deep dive to help you make the right decision. - [How to Hire a Covered Call Expert](https://www.snideradvisors.com/blog/how-to-hire-a-covered-call-expert/) - Learn how covered calls work, what you should look for when hiring an expert, and why Snider Advisors might be a good fit. - [04/16/2025 - Altisource Portfolio Solutions S.A. (ASPS)](https://www.snideradvisors.com/blog/04-16-2025-altisource-portfolio-solutions-s-a-asps/) - Attention, those of you who own Altisource Portfolio Solutions S.A. (ASPS): ASPS has distributed warrants to shareholders who owned shares of ASPS as of the date of record, February 14th, 2025. You can read more about the warrant distribution here. There are two types of warrants that have been distributed: Cash Exercise Stakeholder Warrants and - [03/19/2025 - Guess? Inc. (GES)](https://www.snideradvisors.com/blog/03-19-2025-guess-inc-ges/) - Attention, those of you who own Guess? Inc. (GES): GES is the target of an acquisition by WHP Global. The proposed acquisition includes a buyout of $13 per share for all outstanding shares of GES. At this time, we recommend following the standard Snider Method rules for GES. As the possibility of the deal becomes - [Downloading Your 2024 Tax Documents](https://www.snideradvisors.com/blog/downloading-your-2024-tax-documents/) - 2024 Snider Method Tax Preparation Tax filing season is once again upon us. For those of us who trade the Snider Investment Method, filing our 2024 tax returns will be simpler than in 2023, due to the fact that the vast majority of our clients have traded at TradeStation for the entirety of 2024. As - [Snider Advisors:Tax Loss Harvesting 2024](https://www.snideradvisors.com/blog/snider-advisorstax-loss-harvesting-2024/) - As 2024 draws to a close, clients who own taxable investment accounts should be looking at the possibility of temporarily selling one or more positions in order to take advantage of the tax loss that it will generate. This will reduce your taxable income (and, by extension, the taxes you will pay) on your account. - [12/18/2024 - Marathon Oil Corporation (MRO)](https://www.snideradvisors.com/blog/12-18-2024-marathon-oil-corporation-mro/) - Attention, those of you who own Marathon Oil Corporation (MRO): MRO has been acquired by ConocoPhillips (COP). As a result of this acquisition, all owners of MRO have received 0.255 shares of COP for every 1 share of MRO that was previously owned. Because of this acquisition, you should sell your shares of COP on - [Covered Calls Explained and Example](https://www.snideradvisors.com/blog/covered-calls-explained-example/) - Are you new to trading options? This video teaches you to trade covered calls and provides you with a detailed example of the benefits, risks, and obligations of this strategy. - [The Evolved Investor: Why Behavioral Finance Matters](https://www.snideradvisors.com/blog/updated-the-evolved-investor/) - Few things make us as emotional as the prospect of losing money. Wouldn’t investing be easier if you were a robot? Imagine the market crashes and yet, there you are, cool as a cucumber. But unfortunately, behavioral finance research proves that’s not how it works. As humans, we are hardwired to avoid pain and pursue - [How to Read an Options Chain](https://www.snideradvisors.com/blog/how-to-read-an-options-chain/) - Learn how to read an options chain and come away with the information you need to make more informed decisions. - [Why You Need a Covered Call Advisor](https://www.snideradvisors.com/blog/why-you-need-a-covered-call-advisor/) - Learn how covered calls fit into a retirement portfolio and how advisors can help you leverage them without taking on unnecessary risk. - [5 Mistakes to Avoid When Selling Puts](https://www.snideradvisors.com/blog/5-mistakes-to-avoid-when-selling-puts/) - Discover some of the most common mistakes when selling put options and tips that you can use to avoid them. - [10/16/2024 - Southwestern Energy Corporation (SWN)](https://www.snideradvisors.com/blog/10-16-2024-southwestern-energy-corporation-swn/) - Attention, those of you who own Southwestern Energy Corporation (SWN): SWN has completed a merger with Chesapeake Energy Corporation (CHK). The merger has resulted in a new company, Expand Energy Corporation (EXE). As part of the merger, all holders of SWN have received 0.0867 shares of EXE in exchange for every 1 share of SWN - [09/18/2024 - Southern Copper Corporation (SCCO)](https://www.snideradvisors.com/blog/09-18-2024-southern-copper-corporation-scco/) - Attention, those of you who own Southern Copper Corporation (SCCO): SCCO has made a special distribution of shares to holders of the position. The distribution occurred on the date of payment for the most recent dividend for SCCO, August 26th. In addition to the regular cash dividend of $0.60 per share, holders of SCCO received - [09/18/2024 - Tupperware Brands Corporation (TUP)](https://www.snideradvisors.com/blog/09-18-2024-tupperware-brands-corporation-tup/) - Attention, those of you who own Tupperware Brands Corporation (TUP): TUP has filed for Chapter 11 bankruptcy. This will likely leave the stock price with little or no value in the future. At this time we recommend selling your shares on Trade Day and recognizing the loss in the Snider Investment Method®. We recommend these - [09/18/2024 - LL Flooring (LL)](https://www.snideradvisors.com/blog/09-18-2024-ll-flooring-ll/) - Attention, those of you who own LL Flooring (LL): LL has filed for Chapter 11 bankruptcy and has changed its ticker symbol to LLFLQ. This will likely leave the stock price with little or no value in the future. At this time we recommend selling your shares on Trade Day and recognizing the loss in - [07/17/2024 - Six Flags Entertainment Corporation (SIX)](https://www.snideradvisors.com/blog/07-17-2024-six-flags-entertainment-corporation-six/) - Attention, those of you who own Six Flags Entertainment Corporation (SIX): SIX has completed a merger with Cedar Fair L.P.; more can be read about the merger here. As a result of this merger, the company has changed ticker symbols to FUN; furthermore, the merger includes a trade of 0.58 shares of FUN for every - [05/15/2024 - Guess? Inc (GES)](https://www.snideradvisors.com/blog/05-15-2024-guess-inc-ges/) - Attention, those of you who own Guess? Inc (GES): GES has announced a special dividend consisting of a payment of $2.25 per share for all outstanding shares of GES. More information on the special dividend can be found here. Holders of GES will receive the special dividend payment for every share of GES that was - [04/23/2024 - Express Inc. (EXPR)](https://www.snideradvisors.com/blog/04-23-2024-express-inc-expr/) - Attention, those of you who own Express Inc. (EXPR): EXPR has filed for Chapter 11 bankruptcy and has changed its ticker symbol to EXPRQ. This will likely leave the stock price with little or no value in the future. At this time we recommend selling your shares on Trade Day and recognizing the loss in - [04/17/2024 - 3M Company (MMM)](https://www.snideradvisors.com/blog/04-17-2024-3m-company-mmm/) - Attention, those of you who own 3M Company (MMM): MMM has completed a spinoff of a new company, Solventum Corporation (SOLV). More information on this spinoff can be found here. As part of the spinoff, holders of MMM stock will receive one share of SOLV for every four shares of MMM owned on the date - [01/18/2024 - Chico's FAS, Inc. (CHS)](https://www.snideradvisors.com/blog/01-18-2024-chicos-fas-inc-chs/) - Attention, those of you who own Chico's FAS, Inc. (CHS): CHS has been acquired by Sycamore Partners. The acquisition includes a buyout of $7.60 per share for all outstanding shares of CHS. The transaction was completed on 1/8/2024; on that date, your shares of CHS were removed from your account and you will have received - [01/17/2024 - DISH Network Corp. (DISH)](https://www.snideradvisors.com/blog/01-17-2024-dish-network-corp-dish/) - Attention, those of you who own DISH Network Corp. (DISH); DISH has completed a merger with Echostar Corporation (SATS). More information on the merger can be found here. The merger includes a trade of 0.35 shares of SATS for every 1 share of DISH previously owned. As a result, some alterations need to be made - [01/17/2024 - Juniper Networks, Inc. (JNPR)](https://www.snideradvisors.com/blog/01-17-2024-juniper-networks-inc-jnpr/) - Attention, those of you who own Juniper Networks, Inc. (JNPR): JNPR is the target of an acquisition by Hewlett Packard Enterprise Company (HPE). The proposed acquisition includes a buyout of $40 per share for all outstanding shares of JNPR. Because of this proposed acquisition, you should sell your shares of JNPR and transmogrify on Trade - [01/17/2024 - Flex Ltd. (FLEX)](https://www.snideradvisors.com/blog/01-17-2024-flex-ltd-flex/) - Attention, those of you who own Flex Ltd. (FLEX): FLEX has completed a spinoff of a new company, Nextracker Inc. (NXT). More information on the spin-off can be found here. As part of this spinoff, holders of FLEX stock will receive 0.17 shares of NXT for every 1 share of FLEX owned on the date of - [10/18/2023 - NCR Corp (NCR)](https://www.snideradvisors.com/blog/10-18-2023-ncr-corp-ncr/) - Attention, those of you who own NCR Corp (NCR): NCR has undergone a name and symbol change to NCR Voyix Corp (VYX). All outstanding shares of NCR have been replaced with shares of VYX, and all outstanding NCR options have been replaced with corresponding VYX options. Along with this name and symbol change, NCR has - [09/13/2023 - Express, Inc. (EXPR)](https://www.snideradvisors.com/blog/09-13-2023-express-inc-expr/) - Attention, those of you who own Express, Inc. (EXPR): EXPR has enacted a 1 for 20 reverse stock split. As a result, some alterations need to be made to your Snider Investment Method worksheets. Lattco PRO & Lattco AutoPilot clients: the adjustments have been made for you and should be reflected in your account by next Trade Day. - [07/19/2023 - BorgWarner Inc. (BWA)](https://www.snideradvisors.com/blog/07-19-2023-borgwarner-inc-bwa/) - Attention, those of you who own BorgWarner Inc. (BWA): BWA has announced a spin-off of Phinia Inc. (PHIN). Owners of BWA will receive 20 shares of PHIN for every 100 shares of BWA that they owned as of the close of business on the date of record, July 3, 2023. Owners of BWA should receive - [04/27/2023 - Bed Bath & Beyond Inc (BBBY)](https://www.snideradvisors.com/blog/04-27-2023-bed-bath-beyond-inc-bbby/) - Attention, those of you who own Bed Bath & Beyond Inc. (BBBY): BBBY has filed for Chapter 11 bankruptcy. This will likely leave the stock price with little or no value in the future. At this time we recommend selling your shares on Trade Day and recognizing the loss in the Snider Investment Method®. We - [04/18/2023 - Black Knight Inc. (BKI)](https://www.snideradvisors.com/blog/04-18-2023-black-knight-inc-bki/) - Attention, those of you who own Black Knight Inc. (BKI): you likely received correspondence related to a proposed merger between BKI and Intercontinental Exchange, Inc. (ICE). There are a number of shareholder and regulatory hurdles that this proposed merger will need to address before it is agreed upon or completed. For this reason, we are - [3/02/2023 - Rent-A-Center Inc. (RCII)](https://www.snideradvisors.com/blog/3-02-2023-rent-a-center-inc-rcii/) - Attention, those of you who own Rent-A-Center Inc. (RCII): RCII has undergone a name and symbol change to Upbound Group, Inc. (UPBD). All outstanding shares of RCII have been replaced with shares of UPBD, and all outstanding RCII options have been replaced with corresponding UPBD options. Lattco users will need to update your worksheets to - [2/16/2023 - Blucora, Inc. (BCOR)](https://www.snideradvisors.com/blog/2-16-2023-blucora-inc-bcor/) - Attention, those of you who own Blucora, Inc. (BCOR): BCOR has undergone a name and symbol change to Avantax, Inc. (AVTA). All outstanding shares of BCOR have been replaced with shares of AVTA, and all outstanding BCOR options have been replaced with corresponding AVTA options. Lattco users will need to update your worksheets to reflect - [11/28/2022 - Fidelity National Financial Inc. (FNF)](https://www.snideradvisors.com/blog/11-28-2022-fidelity-national-financial-inc-fnf/) - Attention, those of you who own Fidelity National Financial Inc. (FNF): FNF has announced a spin-off of F&G Annuities & Life Inc. (FG). Owners of FNF will receive 6.8 shares of FG for every 100 share of FNF that they owned as of the close of business on the date of record, November 22, 2022. - [11/1/2022 - XPO Logistics (XPO)](https://www.snideradvisors.com/blog/11-1-2022-xpo-logistics-xpo/) - Attention, those of you who own XPO Logistics (XPO): XPO has completed a spin-off of a new company, RXO. You will receive one share of RXO for every share that you owned of XPO on the date of record, October 20th, 2022. Please note: If you did not own shares of XPO on or prior - [Should Cryptocurrency Be Part of Your Retirement Plan?](https://www.snideradvisors.com/blog/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 sectors, especially cryptocurrency. Bitcoin’s inventors launched cryptocurrency as a concept in 2009 as a possible alternative to prevent another 2008 financial meltdown. Bitcoin and other - [5 Sources of Retirement Income in 2022](https://www.snideradvisors.com/blog/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 much extra income. Every investor is different and the right strategy for you reflects on your investment goals and interests. A blended approach can be - [How to Write Covered Calls on ETFs](https://www.snideradvisors.com/blog/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 other securities. While the mechanics of setting up a covered call position are the same, there are some crucial differences between stocks and ETFs that - [06/17/2022 - Realogy Holdings Corp. (RLGY)](https://www.snideradvisors.com/blog/06-17-2022-realogy-holdings-corp-rlgy/) - Attention, those of you who own Realogy Holdings Corp. (RLGY): RLGY has undergone a name and symbol change to Anywhere Real Estate Inc. (HOUS). All outstanding shares of RLGY have been replaced with shares of HOUS, and all outstanding RLGY options have been replaced with corresponding HOUS options. Lattco users will need to update your - [06/02/2022 - CDK Global, Inc. (CDK)](https://www.snideradvisors.com/blog/06-02-2022-cdk-global-inc-cdk/) - Attention, those of you who own CDK Global, Inc. (CDK): CDK is the target of an acquisition by Brookfield Business Partners. The proposed acquisition includes a buyout of $54.87 per share for all outstanding shares of CDK. Because of this proposed acquisition, you should sell your shares of CDK and transmogrify on Trade Day, if - [04/13/2022 - Nielsen Holdings PLC (NLSN)](https://www.snideradvisors.com/blog/04-13-2022-nielsen-holdings-plc-nlsn/) - Attention, those of you who own Nielsen Holdings PLC (NLSN): NLSN is the target of an acquisition by Brookfield Asset Management. The proposed acquisition includes a buyout of $28 per share for all outstanding shares of NLSN. Because of this proposed acquisition, you should sell your shares of NLSN and transmogrify on Trade Day, if - [04/13/2022 - Spirit Airlines, Inc. (SAVE)](https://www.snideradvisors.com/blog/04-13-2022-spirit-airlines-inc-save/) - Attention, those of you who own Spirit Airlines, Inc. (SAVE): SAVE is the target of an acquisition by JetBlue Airways (JBLU). The merger includes a payment of $33 per share for all outstanding shares of SAVE. Because of this agreement, you should sell your shares of SAVE on Trade Day, and Transmogrify if necessary. If you are - [04/13/2022 - Tenneco, Inc. (TEN)](https://www.snideradvisors.com/blog/04-13-2022-tenneco-inc-ten/) - Attention, those of you who own Tenneco, Inc. (TEN): TEN is being acquired by Apollo Global Management. The acquisition will include a payment of $20 per share for all outstanding shares of TEN. Because of this agreement, you should sell your shares of TEN as soon as possible, and Transmogrify if necessary. If you are - [04/13/2022 - AT&T, Inc. (T)](https://www.snideradvisors.com/blog/04-13-2022-att-inc-t/) - Attention, those of you who own AT&T, Inc. (T): Owners of T have received shares of the newly created spin-off Warner Bros. Discovery (WBD). Specifically, owners of T have received 0.241917 shares of WBD for every share of T that was owned on the date of record, 4/8/2022. Concurrent with this, the stock price of - [04/13/2022 - Discovery, Inc. (DISCA)](https://www.snideradvisors.com/blog/04-13-2022-discovery-inc-disca/) - Attention, those of you who own Discovery, Inc. (DISCA): DISCA has undergone a name and symbol change to Warner Bros. Discovery, Inc. (WBD). All outstanding shares of DISCA have been replaced with shares of WBD, and all outstanding DISCA options have been replaced with corresponding WBD options. Lattco users will need to update your worksheets - [1/18/2023 UPDATE - VanEck Russia ETF (RSX)](https://www.snideradvisors.com/blog/3-18-2022-vaneck-russia-etf-rsx/) - The VanEck Russian ETF, RSX, is being liquated. (Read More) This means the fund manager, VanEck, is liquidating the stocks within the fund. Fund holders will receive cash distributions until no assets remain, and the fund is closed. The first distribution was issued on 1/12/2023. Unfortunately, due to the on-going war in Ukraine and sanctions - [03/16/2022 - HollyFrontier Corporation (HFC)](https://www.snideradvisors.com/blog/03-16-2022-hollyfrontier-corporation-hfc/) - Attention, those of you who own HollyFrontier Corporation (HFC): HFC has undergone a name and symbol change to HF Sinclair Corporation (DINO). All outstanding shares of HFC have been replaced with shares of DINO, and all outstanding HFC options have been replaced with corresponding DINO options. Lattco users will need to update your worksheets to - [03/16/2022 - VanEck Vectors Oil Services ETF (OIH)](https://www.snideradvisors.com/blog/03-16-2022-vaneck-vectors-oil-services-etf-oih/) - Attention, those of you who own VanEck Vectors Oil Services ETF (OIH): OIH previously underwent a 1-for-20 reverse split in April of 2020. We issued a position alert on that action, which you can read here. As a result of the reverse split, Lattco users who owned OIH at that time were left with a - [03/16/2022 - SPDR S&P Oil & Gas Exploration & Production ETF (XOP)](https://www.snideradvisors.com/blog/03-16-2022-spdr-sp-oil-gas-exploration-production-etf-xop/) - Attention, those of you who own SPDR S&P Oil & Gas Exploration & Production ETF (XOP): XOP previously underwent a 1-for-4 reverse split in March 2020. You can read more about the reverse split here. As a result of the reverse split, Lattco users who owned XOP at that time were left with a position - [02/21/2022 - Xilinx, Inc. (XLNX)](https://www.snideradvisors.com/blog/02-21-2022-xilinx-inc-xlnx/) - Attention, those of you who own Xilinx, Inc. (XLNX): XLNX has been acquired by Advanced Micro Devices, Inc. (AMD). The acquisition was concluded on 2/14/2022 and includes an exchange of 1.7234 shares of AMD for every outstanding share of XLNX. Because of this acquisition, you should sell your shares of AMD and transmogrify if necessary. - [5 Signals to Predict a Bear Market (and Why It’s So Hard)](https://www.snideradvisors.com/blog/5-signals-to-predict-a-bear-market-and-why-its-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, timing the market is impossible to do consistently. In fact, that’s a huge reason why actively-managed funds tend to underperform passive funds. However, watching bear - [How to Find the Right Stocks for Covered Calls](https://www.snideradvisors.com/blog/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 first question is usually, “how do you choose the right stocks for covered calls?” Of course, the answer ultimately depends on your goals and market - [How to Screen for Options with optionDash](https://www.snideradvisors.com/blog/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 upside potential. Fortunately, covered call screeners can simplify the process by automatically generating a list of ideas from a given set of criteria. Let’s look - [Top 5 Covered Call ETFs (2022)](https://www.snideradvisors.com/blog/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 investors to generate an income above and beyond dividends. However, there are also several drawbacks to consider before using ETFs. Let’s look at the top - [01/18/2022 - Activision Blizzard, Inc. (ATVI)](https://www.snideradvisors.com/blog/01-18-2022-activision-blizzard-inc-atvi/) - Attention, those of you who own Activision Blizzard, Inc. (ATVI): ATVI is the target of an acquisition by Microsoft. The proposed buyout includes a payment of $95 per share for each outstanding share of ATVI. Because of this proposed acquisition, you should sell your shares of ATVI and transmogrify on Trade Day, if necessary. If - [01/14/2022 - TeeKay LNG Partners L.P. (TGP)](https://www.snideradvisors.com/blog/01-14-2022-teekay-lng-partners-l-p-tgp/) - Attention, those of you who own TeeKay LNG Partners L.P. (TGP): TGP has been acquired by Stonepeak. The acquisition includes a payment of $17 per share for every outstanding share of TGP. You should have already received a cash payment for your shares of TGP equal to your quantity of shares owned of TGP multiplied - [How to Get Approved for Option Trading](https://www.snideradvisors.com/blog/how-to-get-approved-for-option-trading/) - Options have become a popular way to speculate, hedge against risk, and even generate income. If you’re interested in trading options, you must apply for special permission from your brokerage. They will then assign an options level that they feel is appropriate based on your account, education, history, and other factors. Let’s look at the - [How to Find Stocks with High Option Premiums](https://www.snideradvisors.com/blog/how-to-find-stocks-with-the-highest-option-premiums/) - Stock options provide traders and investors with a lot of flexibility when leveraging returns or generating income. While there are many different strategies, success often boils down to a consistent, risk-managed approach. Option sellers must consider the balance between high volatility and stock ownership to create a portfolio that meets their income needs. Let’s look - [How to Find the Right Covered Call Advisor](https://www.snideradvisors.com/blog/how-to-find-the-right-covered-call-advisor/) - Stocks, bonds, and funds are the most popular securities for investors to achieve their financial goals. For example, target-date retirement funds provide an easy way to balance growth, risk, and income as you approach retirement. Equity-listed options, calls and puts, aren’t as standard as stocks and bonds, but they provide an unprecedented amount of flexibility. - [What Is a Poor Man’s Covered Call?](https://www.snideradvisors.com/blog/what-is-a-poor-mans-covered-call/) - Covered calls are a popular way to generate an income from stock options, but they require a potentially large upfront investment in the underlying stock. While such an investment isn’t a problem for large account holders, it can be prohibitively expensive for those just getting started using options to generate income. Fortunately, there are some - [How to Roll a Covered Call](https://www.snideradvisors.com/blog/how-to-roll-a-covered-call/) - The stock market is inherently unpredictable and even low-risk strategies can be ruined by new information. For example, covered calls provide a convenient way to boost portfolio income, but there can be a high opportunity cost if the underlying stock moves sharply higher. Rolling covered calls is a common way to manage these risks over - [06/14/2021 - Nabors Industries LTD. (NBR)](https://www.snideradvisors.com/blog/06-14-2021-nabors-industries-ltd-nbr/) - Attention, those of you who own Nabors Industries LTD. (NBR): NBR has announced a distribution of warrants to current owners of NBR stock. Stockholders of record as of June 4, 2021, will receive 0.4 warrants for every 1 share of NBR owned. The distribution of the warrants is expected to be completed by June 11, - [Add Covered Calls to Your Dividend Strategy](https://www.snideradvisors.com/blog/add-covered-calls-to-your-dividend-strategy/) - Many investors have turned to a dividend strategy as a way to generate income in today’s low interest rate environment. Unfortunately, most high-dividend strategies are relegated to specific sectors, such as utilities or real estate, which limits diversification and access to high-growth opportunities in tech and other sectors that tend to pay low or no - [05/26/2021 - Marathon Petroleum Corporation (MPC)](https://www.snideradvisors.com/blog/05-26-2021-marathon-petroleum-corporation-mpc/) - Attention, those of you who own Marathon Petroleum Corporation: MPC has announced a modified Dutch auction with the purpose of purchasing $4 billion worth of outstanding shares of its stock. More information on this transaction can be found here. If you currently own MPC stock, you have likely received a notification of the modified Dutch - [04/16/2021 - The Michaels Companies (MIK)](https://www.snideradvisors.com/blog/04-16-2021-the-michaels-companies-mik/) - Attention, those of you who own The Michaels Companies (MIK): MIK has been acquired by Apollo Global Management LLC (APO). The acquisition includes a payment of $22 per share for every outstanding share of MIK. In the future, you will receive a cash payment for your shares of MIK equal to your quantity of shares - [03/17/2021 - MDC Holdings, Inc. (MDC)](https://www.snideradvisors.com/blog/03-17-2021-mdc-holdings-inc-mdc/) - Attention, those of you who own MDC Holdings, Inc. (MDC): MDC has announced a special 8% dividend consisting of additional shares of MDC. More information on the dividend can be found here. As part of this dividend, holders of MDC will receive 8 shares of MDC for every 100 shares of MDC owned on the - [01/20/2021 - Concho Resources Inc. (CXO)](https://www.snideradvisors.com/blog/01-20-2021-concho-resources-inc-cxo/) - Attention, those of you who own Concho Resources Inc. (CXO): CXO has been acquired by ConocoPhillips (COP). The acquisition was concluded on 1/19/2021 and includes an exchange of 1.46 shares of COP for every outstanding share of CXO. Because of this acquisition, you should sell your shares of COP and transmogrify if necessary. When selling - [11/18/2020 - Pfizer Inc. (PFE)](https://www.snideradvisors.com/blog/11-18-2020-pfizer-inc-pfe/) - Attention, those of you who own Pfizer Inc. (PFE): PFE has completed a spinoff of a new company, Viatris Inc. (VTRS). More information on the spin-off can be found here. As part of this spinoff, holders of PFE stock will receive 0.124079 shares of VTRS for every 1 share of PFE owned on the date of - [11/18/2020 - SINA Corp. (SINA)](https://www.snideradvisors.com/blog/11-18-2020-sina-corp-sina/) - Attention, those of you who own SINA Corp. (SINA): SINA is being taken private by New Wave Holdings Limited. The acquisition will include a buyout of $43.30 for each outstanding share of SINA. Because of this agreement, you should sell your shares of SINA on Trade Day, and Transmogrify if necessary. If you are able - [How Option Greeks Affect Covered Calls](https://www.snideradvisors.com/blog/how-option-greeks-affect-covered-calls/) - The concept of a stock option is fairly straightforward: It provides the right or obligation to buy or sell a stock at a specified time and price. Of course, the price of an option is influenced by a wide range of factors, including the underlying stock price, time remaining, volatility and even interest rates. These - [10/14/2020 - Noble Energy, Inc. (NBL)](https://www.snideradvisors.com/blog/10-14-2020-noble-energy-inc-nbl/) - Attention, those of you who own Noble Energy, Inc. (NBL): NBL has completed a merger with Chevron Corporation (CVX). The merger includes a trade of 0.1191 shares of CVX for every 1 share of NBL previously owned. As a result, some alterations need to be made to your Snider Investment Method worksheets. Lattco PRO & Lattco - [Generate an Income from Credit Spreads](https://www.snideradvisors.com/blog/how-to-generate-an-income-from-credit-spreads/) - Income investing is popular among investors in or approaching retirement, but there are few good choices during periods of record-low interest rates. Exchange-traded options provide an easy way to generate extra income in a portfolio with limited risk. While covered calls are the most popular income strategy for options, credit spreads have become a popular - [How to Construct a Collar Option](https://www.snideradvisors.com/blog/how-to-construct-a-collar-option/) - Covered calls are a popular way to generate income from an existing stock position, but they aren’t the best choice for every situation. For instance, covered calls have significant downside risk and don’t protect you from large losses or help you lock in profits. Fortunately, there are hundreds of different options strategies out there to - [Buying Protection with a Married Put](https://www.snideradvisors.com/blog/buying-protection-with-a-married-put/) - The stock market is known for rising during both times of euphoria and fear. For instance, the stock market hit record highs during the COVID-19 pandemic despite extremely high levels of unemployment, a sharp contraction in gross domestic product and lofty equity valuations. Investors that continue to hold stocks during these times may worry about - [10/14/2020 - Superior Energy Services, Inc. (SPN)](https://www.snideradvisors.com/blog/10-14-2020-superior-energy-services-inc-spn/) - Attention, those of you who own Superior Energy Services, Inc. (SPN): SPN has filed for Chapter 11 bankruptcy, and has changed its symbol to SPNX. This will likely leave the stock price with little or no value in the future. At this time we recommend selling your shares on Trade Day and recognizing the loss - [09/18/2020 - CenturyLink (CTL)](https://www.snideradvisors.com/blog/09-18-2020-centurylink-ctl/) - Attention, those of you who own CenturyLink (CTL): CTL has undergone a name and symbol change to Lumen Technologis (LUMN). All outstanding shares of CTL have been replaced with shares of LUMN, and all outstanding CTL options have been replaced with corresponding LUMN options. Lattco users will need to update your worksheets to reflect this - [09/16/2020 - SunPower Corporation (SPWR)](https://www.snideradvisors.com/blog/09-16-2020-sunpower-corporation-spwr/) - Attention, those of you who own SunPower Corporation (SPWR): SPWR has announced a special dividend consisting of a spin-off of shares of Maxeon Solar Technologies (MAXN). More information on the spin-off can be found here. As part of this spin-off, holders of SPWR will receive 12.5 shares of MAXN for every 100 shares of SPWR - [How Dividends Impact Option Pricing](https://www.snideradvisors.com/blog/how-dividends-impact-option-pricing/) - Dividend stocks are a popular way to generate income, but they also impact several other investment strategies. For example, dividends impact option pricing. Let's say that an investor that’s selling call options to generate an income should be aware of how option prices behave when a company announces and pays a dividend to avoid any - [08/21/2020 - Valaris plc (VAL)](https://www.snideradvisors.com/blog/08-21-2020-valaris-plc-val/) - Attention, those of you who own Valaris plc (VAL): VAL has entered bankruptcy, and has changed its symbol to VALPQ. This will likely leave the stock price with little or no value in the future. At this time we recommend selling your shares on Trade Day and recognizing the loss in the Snider Investment Method®. - [08/19/2020 - Noble Corporation plc (NE)](https://www.snideradvisors.com/blog/08-19-2020-noble-corporation-plc-ne/) - Attention, those of you who own Noble Corporation plc (NE): NE has entered bankruptcy, and has changed its symbol to NEBLQ. This will likely leave the stock price with little or no value in the future. At this time we recommend selling your shares on Trade Day and recognizing the loss in the Snider Investment - [Honoring Kim Snider](https://www.snideradvisors.com/blog/honoring-kim-snider/) - It is with a heavy heart I write to you today. Sadly, Kim Snider, founder of Snider Advisors and creator of the Snider Investment Method, passed away on Sunday, July 5th due to complications caused by dementia. For the last 18 months, Kim was battling early onset vascular dementia. This is a devastating diagnosis for - [07/15/2020 - Occidental Petroleum Corporation (OXY)](https://www.snideradvisors.com/blog/07-15-2020-occidental-petroleum-corporation-oxy/) - Attention, those of you who own Occidental Petroleum Corporation (OXY): OXY has announced a distribution of warrants to current owners of OXY stock. Stockholders of record as of July 6, 2020 will receive 0.125 warrants for every 1 share of OXY owned. The distribution of the warrants is expected to be completed by August 3, - [07/15/2020 - Chesapeake Energy Corporation (CHK)](https://www.snideradvisors.com/blog/07-15-2020-chesapeake-energy-corporation-chk/) - Attention, those of you who own Chesapeake Energy Corporation (CHK): CHK has entered bankruptcy, and has changed its symbol to CHKAQ. This will likely leave the stock price with little or no value in the future. At this time we recommend selling your shares on Trade Day and recognizing the loss in the Snider Investment - [07/15/2020 - GNC Holdings Inc. (GNC)](https://www.snideradvisors.com/blog/07-15-2020-gnc-holdings-inc-gnc/) - Attention, those of you who own GNC Holdings Inc. (GNC): GNC has entered bankruptcy, and has changed its symbol to GNCIQ. This will likely leave the stock price with little or no value in the future. At this time we recommend selling your shares on Trade Day and recognizing the loss in the Snider Investment - [06/16/2020 - TIVO Corporation (TIVO)](https://www.snideradvisors.com/blog/06-16-2020-tivo-corporation-tivo/) - Attention, those of you who own TIVO Corporation (TIVO): TIVO has completed a merger with Xperi Corporation (XPER). The merger includes a trade of 0.455 shares of XPER for every 1 share of TIVO previously owned. Because of this merger, you should sell your shares of XPER on Trade Day, and Transmogrify if necessary. If you are able - [05/21/2020 - J.C. Penney Company, Inc. (JCP)](https://www.snideradvisors.com/blog/05-21-2020-j-c-penney-company-inc-jcp/) - Attention, those of you who own J.C. Penney Company, Inc. (JCP): JCP has entered bankruptcy, and has changed its symbol to JCPNQ. This will likely leave the stock price with little or no value in the future. At this time we recommend selling your shares on Trade Day and recognizing the loss in the Snider - [5 Reasons to Work Another Year Before Retiring](https://www.snideradvisors.com/blog/5-reasons-to-work-another-year-before-retiring/) - There’s no shortage of advice about how to save enough to retire early, but in some cases, you may want to consider the opposite. By deciding to work another year, you can realize a host of benefits that can permanently increase your retirement income, reduce your outstanding debts and make life less stressful. Let’s take - [04/28/2020 - CARBO Ceramics Inc. (CRR)](https://www.snideradvisors.com/blog/04-28-2020-carbo-ceramics-inc-crr/) - Attention, those of you who own CARBO Ceramics Inc. (CRR): CRR has entered bankruptcy, and has changed its symbol to CRRTQ. This will likely leave the stock price with little or no value in the future. At this time we recommend selling the shares and recognizing the loss in the Snider Investment Method®. We recommend - [04/28/2020 - Diamond Offshore Drilling Inc. (DO)](https://www.snideradvisors.com/blog/04-28-2020-diamond-offshore-drilling-inc-do/) - Attention, those of you who own Diamond Offshore Drilling Inc. (DO): DO has entered bankruptcy, and has changed its symbol to DOFSQ. This will likely leave the stock price with little or no value in the future. At this time we recommend selling the shares and recognizing the loss in the Snider Investment Method®. We - [04/24/2020 - Chesapeake Energy Corporation (CHK)](https://www.snideradvisors.com/blog/04-24-2020-chesapeake-energy-corporation-chk/) - Attention, those of you who own Chesapeake Energy Corporation (CHK): CHK has enacted a 1 for 200 reverse stock split. As a result, some alterations need to be made to your Snider Investment Method worksheets. Lattco PRO & Lattco AutoPilot clients: the adjustments have been made for you and should be reflected in your account by next Trade - [04/24/2020 - Nabors Industries (NBR)](https://www.snideradvisors.com/blog/04-24-2020-nabors-industries-nbr/) - Attention, those of you who own Nabors Industries (NBR): NBR has enacted a 1 for 50 reverse stock split. As a result, some alterations need to be made to your Snider Investment Method worksheets. Lattco PRO & Lattco AutoPilot clients: the adjustments have been made for you and should be reflected in your account by next Trade Day. - [04/15/2020 - Vaneck Vectors Oil Services ETF (OIH)](https://www.snideradvisors.com/blog/04-15-2020-vaneck-vectors-oil-services-etf-oih/) - Attention, those of you who own Vaneck Vectors Oil Services ETF (OIH): OIH has enacted a 1 for 20 reverse stock split. As a result, some alterations need to be made to your Snider Investment Method worksheets. Lattco PRO & Lattco AutoPilot clients: the adjustments have been made for you and should be reflected in your account by - [03/30/2020 - SPDR S&P Oil & Gas Explore & Prod. ETF (XOP)](https://www.snideradvisors.com/blog/03-30-2020-spdr-sp-oil-gas-explore-prod-etf-xop/) - Attention, those of you who own SPDR S&P Oil & Gas Explore & Prod. ETF (XOP): XOP has enacted a 1 for 4 reverse stock split. As a result, some alterations need to be made to your Snider Investment Method worksheets. Lattco PRO & Lattco AutoPilot clients: the adjustments have been made for you and should be reflected - [03/18/2020 - Seaspan Corporation (SSW)](https://www.snideradvisors.com/blog/03-18-2020-seaspan-corporation-ssw/) - Attention, those of you who own Seaspan Corporation (SSW): SSW has undergone a name and symbol change to Atlas Corp. (ATCO). All outstanding shares of SSW have been replaced with shares of ATCO, and all outstanding SSW options have been replaced with corresponding ATCO options. Lattco users will need to update your worksheets to reflect - [01/17/2020 - Avon Products, Inc. (AVP)](https://www.snideradvisors.com/blog/01-17-2020-avon-products-inc-avp/) - Attention, those of you who own Avon Products, Inc. (AVP): AVP has merged with Natura & Co. Holding S.A. (NTCO). The merger includes a trade of 0.3 shares of NTCO for every 1 share of AVP previously owned. All outstanding shares of AVP have been replaced with shares of NTCO, and all outstanding AVP options - [01/15/2020 - China Finance Online Co. Limited (JRJC)](https://www.snideradvisors.com/blog/01-15-2020-china-finance-online-co-limited-jrjc/) - Attention, those of you who own China Finance Online Co. Limited (JRJC): JRJC has enacted a 1 for 10 reverse stock split. As a result, some alterations need to be made to your Snider Investment Method worksheets. Lattco PRO & Lattco AutoPilot clients: the adjustments have been made for you and should be reflected in your account by - [01/06/2020 - Career Education Corp (CECO)](https://www.snideradvisors.com/blog/01-06-2020-career-education-corp-ceco/) - Attention, those of you who own Career Education Corp (CECO): CECO has undergone a name and symbol change to Perdoceo Education Corporation (PRDO). All outstanding shares of CECO have been replaced with shares of PRDO, and all outstanding CECO options have been replaced with corresponding PRDO options. Lattco users will need to update your worksheets - [12/5/2019 - Viacom, Inc. (VIAB)](https://www.snideradvisors.com/blog/12-5-2019-viacom-inc-viab/) - Attention, those of you who own Viacom, Inc. (VIAB): VIAB has completed a merger with CBS Corporation (CBS). The merger includes a trade of 0.59625 shares of VIAC (the new company) for every 1 share of VIAB previously owned. Because of this merger, you should sell your shares of VIAC on Trade Day, and Transmogrify if necessary. If - [12/5/2019 - DISH Network Corp](https://www.snideradvisors.com/blog/12-5-2019-dish-network-corp/) - Attention, those of you who own DISH Network Corp (DISH): DISH declared a rights option on November 17, 2019, allowing owners of DISH to purchase additional shares of the position at a price of $33.52 per share prior to December 9, 2019. You can read more about the rights offering here. As a result of - [10/15/2019 - Jefferies Financial Group (JEF)](https://www.snideradvisors.com/blog/10-15-2019-jefferies-financial-group-jef/) - Attention, those of you who own Jefferies Financial Group (JEF): JEF has announced a special dividend consisting of a spin-off of shares of Spectrum Brands (SPB). More information on the spin-off can be found here. As part of this spin-off, holders of JEF will receive 2.5 shares of SPB for every 100 shares of JEF - [What Are the Components of Asset Allocation?](https://www.snideradvisors.com/blog/what-are-the-components-of-asset-allocation/) - It’s easy to see that many financial assets are highly correlated — especially large assets. If there is a new sign of an economic slowdown, investors expect the entire S&P 500 index to move lower in response. Similarly, if interest rates rise, investors expected all fixed income investments to fall. The individual stock or bond - [10/15/2019 - Shutterfly Inc. (SFLY)](https://www.snideradvisors.com/blog/10-15-2019-shutterfly-inc-sfly/) - Attention, those of you who own Shutterfly Inc. (SFLY): SFLY has been acquired by Apollo Global Management LLC (APO). The acquisition includes a payment of $51 per share for every outstanding share of SFLY. You will have received a cash payment for your shares of SFLY equal to your quantity of shares owned of SFLY - [Can I Trade Options on an Index](https://www.snideradvisors.com/blog/can-i-trade-options-on-an-index/) - Passive investing has exploded in recent years. Investing in broad-market indexes has surged in popularity and costs less than ever before. You can take this approach to the next level by incorporating option trading in addition to index investing. The easiest way to trade options on an index is with the use of Exchange-Traded Funds - [Can I Trade Options in an IRA?](https://www.snideradvisors.com/blog/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 can trade options in an IRA. 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 - [Regulation T: What It Is and How It Impacts Margin Accounts](https://www.snideradvisors.com/blog/regulation-t-impacts-margin-accounts/) - Margin accounts let investors borrow money from their broker to purchase stock. This leverage enables them to realize higher returns, but the same leverage increases risk. If the equity in an account falls below a certain threshold, brokers may issue a margin call or liquidate stock positions to protect their lent money with little or no notice. - [08/16/2019 - Ensco plc (ESV)](https://www.snideradvisors.com/blog/08-16-2019-ensco-plc-esv/) - Attention, those of you who own Ensco plc (ESV): ESV has undergone a name and symbol change to Valaris plc (VAL). All outstanding shares of ESV have been replaced with shares of VAL, and all outstanding ESV options have been replaced with corresponding VAL options. Lattco users will need to update your worksheets to reflect - [08/14/2019 - Cambrex Corporation (CBM)](https://www.snideradvisors.com/blog/08-14-2019-cambrex-corporation-cbm/) - Attention, those of you who own Cambrex Corporation (CBM): CBM is the target of an acquisition by the Permira Fund. The acquisition includes a payment of $60 per share for every outstanding share of CBM. Because of this agreement, you should sell your shares of CBM on Trade Day, and Transmogrify if necessary. If you are able - [08/14/2019 - DaVita Inc. (DVA)](https://www.snideradvisors.com/blog/08-14-2019-davita-inc-dva/) - Attention, those of you who own DaVita Inc. (DVA): DVA has recently announced a modified Dutch auction tender offer for owners of its common stock. More information can be found on the tender offer here. The company is looking to purchase up to $1.2 billion of common stock at no less than $53.50 per share - [Bond Ladders vs. Bond Funds: What’s Right for You?](https://www.snideradvisors.com/blog/bond-ladders-vs-bond-funds-whats-right-for-you/) - Many retirement investors are interested in bonds because they are both safer and more predictable than the stock market. Bonds pay out interest payments on a regular basis, and if held to maturity, repay the principal amount. If you’re holding highly rated bonds, the default risk is minimal compared to equities. They are ideal for - [07/24/2019 - Weatherford International plc (WFT)](https://www.snideradvisors.com/blog/07-24-2019-weatherford-international-plc-wft/) - Attention, those of you who own Weatherford International plc (WFT): WFT has entered bankruptcy, and has changed its symbol to WFTIQ. This will likely leave the stock price with little or no value in the future. At this time we recommend selling the shares and recognizing the loss in the Snider Investment Method®. We recommend these - [Are Buy-Write Funds a Good Hedge Against Volatility?](https://www.snideradvisors.com/blog/buy-write-funds-good-hedge-volatility/) - There are many different ways to minimize volatility in a portfolio, including diversification into multiple asset classes, but buy-write funds have become a popular alternative for stock investors looking to reduce volatility and generate income. Most investors are concerned with two things when it comes to building a retirement portfolio, risk and return, and it’s - [Transfers, IRA Rollovers, and 60-Day Rollovers](https://www.snideradvisors.com/blog/transfers-ira-rollovers-60-day-rollovers/) - A while back, one of our clients called to inquire about our thoughts on the article, IRA Rollovers 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 - [Dividends Play a Big Part in Performance](https://www.snideradvisors.com/blog/dividends-play-a-big-part-in-performance/) - Many investors fail to appreciate the substantial impact that dividends have on stock performance over time. According to Hartford Funds, more than 80 percent of the total return of the S&P 500 index between 1960 and 2016 is attributed to the compounding of reinvested dividends. The same study found that companies that grew or initiated dividends - [06/27/2019 - GameStop Corp. (GME)](https://www.snideradvisors.com/blog/06-27-2019-gamestop-corp-gme/) - Attention, those of you who own GameStop Corp. (GME): GME has announced a voluntary stock buy back offer to its shareholders. More information on the stock buy back can be found here. The company is looking to purchase 12 million shares of outstanding stock, for no less than $5.20 per share and no more than - [06/19/2019 - VF Corporation (VFC)](https://www.snideradvisors.com/blog/06-19-2019-vf-corporation-vfc/) - Attention, those of you who own VF Corporation (VFC): VFC has completed a spinoff of a new company, Kontoor Brands, Inc. (KTB). More information on the spin-off can be found here. As part of this spinoff, holders of VFC stock will receive 1 share of KTB for every 7 shares of VFC owned on the date - [05/15/2019 - Anadarko Petroleum Corporation (APC)](https://www.snideradvisors.com/blog/05-15-2019-anadarko-petroleum-corporation-apc/) - Attention, those of you who own Anadarko Petroleum Corporation (APC): APC plans to merge with Occidental Petroleum Corporation (OXY). The merger includes a trade of $59.00 in cash and 0.2934 shares of OXY for every 1 share of APC previously owned. Because of this agreement, you should sell your shares of APC on Trade Day, and Transmogrify if - [When Is a Good Time to Invest in Bonds?](https://www.snideradvisors.com/blog/good-time-invest-bonds/) - Bonds were a relatively uneventful asset class until the 2008 financial crisis when they quickly became a top performer. Over the course of the crisis, highly rated bonds posted a modest six percent return when stocks lost nearly 40 percent of their value. Deciding to invest in bonds could have saved a portfolio from catastrophe! - [04/25/2019 - Hovanian Enterprises (HOV)](https://www.snideradvisors.com/blog/04-25-2019-hovanian-enterprises-hov/) - Attention, those of you who own Hovanian Enterprises (HOV): HOV has enacted a 1 for 25 reverse stock split. As a result, some alterations need to be made to your Snider Investment Method worksheets. Lattco PRO & Lattco AutoPilot clients: the adjustments have been made for you and should be reflected in your account by next Trade Day. - [04/25/2019 - Goldcorp Inc. (GG)](https://www.snideradvisors.com/blog/04-25-2019-goldcorp-inc-gg/) - Attention, those of you who own Goldcorp Inc. (GG): GG has merged with Newmont Mining Corp. to form Newmont Goldcorp Corp. (NEM). The merger includes a trade of 0.328 shares of NEM for every 1 share of GG previously owned. Because of this agreement, you should sell your new shares of NEM on Trade Day, and Transmogrify if necessary. If - [04/17/2019 - Rowan Companies plc (RDC)](https://www.snideradvisors.com/blog/04-17-2019-rowan-companies-plc-rdc/) - Attention, those of you who own Rowan Companies plc (RDC): RDC has completed a merger with Ensco plc (ESV). The merger includes a trade of 0.687 shares of ESV for every 1 share of RDC previously owned. Because of this agreement, you should sell your new shares of ESV on Trade Day, and Transmogrify if necessary. If you are - [The Importance of Asset Allocation](https://www.snideradvisors.com/blog/the-importance-of-asset-allocation/) - Most people are familiar with asset allocation even if they don’t recognize the term. For example, the SEC’s Beginners’ Guide to Asset Allocation uses the example of a street vendor selling both sunglasses and umbrellas. The street vendor would never sell both items at the same time but having both in stock helps even out their revenue regardless of - [Should You Trade Covered Calls Around Earnings?](https://www.snideradvisors.com/blog/trade-covered-calls-around-earnings/) - Covered calls are a great strategy for investors looking to generate an income from a stock portfolio—such as retirement investors living on a fixed income. By selling the right to buy a stock that you own, you can collect option premiums and you are only required to sell if the stock hits the (higher) strike - [4/17/2019 - Ensco plc (ESV)](https://www.snideradvisors.com/blog/4-17-2019-ensco-plc-esv/) - Attention, those of you who own Ensco plc (ESV): ESV has merged with Rowan Companies plc, to form a new company, Ensco Rowan plc, trading under the ESV ticker symbol. Pursuant to this transaction, ESV has enacted a 1 for 4 reverse stock split, to consolidate the shares of the new company. As a result, some - [How to Calculate Covered Call Outcomes](https://www.snideradvisors.com/blog/how-to-calculate-covered-call-outcomes/) - Covered calls are one of the most popular option strategies used by both short-term traders and long-term investors. In fact, The Snider Investment Method uses covered calls at its core to generate consistent cash flow. The strategy is more conservative than most option strategies and is relatively simple to execute—the key is understanding how to calculate covered - [3/13/2019 UPDATE - Nutrisystem, Inc. (NTRI)](https://www.snideradvisors.com/blog/03-13-2019-nutrisystem-inc-ntri/) - Attention, those of you who own Nutrisystem, Inc. (NTRI): NTRI has been acquired by Tivity Health, Inc. (TVTY). The acquisition includes a payment of $38.75 and 0.2141 shares of TVTY for every outstanding share of NTRI. Because of this acquisition, you should sell your shares of TVTY on Trade Day, and Transmogrify if necessary. On Trade - [2/18/2019 - Newfield Exploration Company (NFX)](https://www.snideradvisors.com/blog/2-18-2019-newfield-exploration-company-nfx/) - Attention, those of you who previoiusly owned Newfield Exploration Company (NFX); NFX is the target of an acquisition by Encana Corporation (ECA). The acquisition includes a payment of 2.6719 shares of ECA for every outstanding share of NFX. Because of this agreement, you should sell your new shares of ECA on Trade Day, and Transmogrify if necessary. If - [02/18/2019 - M.D.C. Holdings, Inc. (MDC)](https://www.snideradvisors.com/blog/02-18-2019-m-d-c-holdings-inc-mdc/) - Attention, those of you who own M.D.C. Holdings, Inc. (MDC): MDC has announced a special 8% stock dividend. The dividend will take the form of a distribution of additional shares of MDC stock. Owners of MDC will receive 8 additional share of stock for every 100 shares owned on the date of record, which is - [2/13/2019 - Celgene Corporation (CELG)](https://www.snideradvisors.com/blog/2-13-2019-celgene-corporation-celg/) - Attention, those of you who own Celgene Corporation (CELG): CELG is the target of an acquisition by Bristol-Myers Squibb (BMY). The proposed acquisition includes a payment of $50 and 1 share of BMY for every outstanding share of CELG. Because of this agreement, you should sell your shares of CELG on Trade Day, and Transmogrify if - [How to Select a Broker for Covered Calls](https://www.snideradvisors.com/blog/select-broker-covered-calls/) - Covered calls are a great low-risk strategy to generate a predictable income from an existing portfolio. By selling call options against stocks that you own, you can generate an income above and beyond equity dividends and recoup some losses if the stock declines in value. The only “cost” is opportunity cost if the stock rises - [01/16/2019 - Goldcorp Inc. (GG)](https://www.snideradvisors.com/blog/01-16-2019-goldcorp-inc-gg/) - Attention, those of you who own Goldcorp Inc. (GG): GG is the target of an acquisition by Newmont Mining Corp. The proposed acquisition includes a payment of $0.02 and 0.3280 shares of Newmont for every outstanding share of GG. Because of this agreement, you should sell your shares of GG on Trade Day, and Transmogrify if necessary. If - [01/22/2019 UPDATE - P G & E Corp (PCG)](https://www.snideradvisors.com/blog/01-22-2019-p-g-e-corp-pcg/) - 01/22/2019 UPDATE: Attention, those of you who own P G & E Corp (PCG): Due to the unique circumstances surrounding PCG and the potential significant liability they may be required to pay due to the California wildfires, we recommend transmogrification for this position. At this time, the stock still has enough value to sell and put the proceeds - [Weekly vs. Monthly Covered Calls](https://www.snideradvisors.com/blog/weekly-vs-monthly-covered-calls/) - Covered calls are a great low-risk strategy to generate an income from an existing equity portfolio. By selling call options against an existing equity position, protect your downside some if the price of the stock declines. The strategy enables you to generate an income above and beyond equity dividends. The two most common questions that - [11/15/2018 - EQT Corporation (EQT)](https://www.snideradvisors.com/blog/11-15-2018-eqt-corporation-eqt/) - Attention, those of you who own EQT Corporation (EQT): EQT has completed a spin-off of its midstream business sector into a new publicly traded company, Equitrans Midstream Corporation (ETRN). More information on this spin-off can be found here. You will receive 80 shares of the new ETRN stock for every 100 shares of your EQT - [10/17/2018 - Sonic Corp. (SONC)](https://www.snideradvisors.com/blog/10-17-2018-sonic-corp-sonc/) - Attention, those of you who own Sonic Corp. (SONC): SONC is the target of an acquisition by Inspire Brands, Inc. The proposed acquisition includes a payment of $43.50 per share for each outstanding share of SONC. Because of this agreement, you should sell your shares of SONC on Trade Day, and Transmogrify if necessary. If you are - [How and When to File for Social Security](https://www.snideradvisors.com/blog/file-social-security/) - Most people look forward to retirement and plan on Social Security to cover at least some of their retirement expenses. Before you decide to join the nearly three-quarters of Americans that opt for early benefits at age 62, consider that many Americans are better off delaying benefits to maximize their income during retirement and the - [Should You Borrow from Your Retirement Plan?](https://www.snideradvisors.com/blog/should-you-borrow-from-your-retirement-plan/) - Nearly 20% of 401(k) participants have an outstanding plan loan, according to the Employee Benefits Research Institute, despite the widespread advice to leave these funds untouched until retirement. While it’s certainly ideal to keep your nest egg vested until retirement, retirement plan loans aren’t necessarily a bad idea for those who require easy access to short-term - [72T Distributions: How to Take Early Withdrawals from your IRA](https://www.snideradvisors.com/blog/how-to-take-early-withdrawals-from-your-ira-with-72t-distributions/) - In this article, we examine 72T distributions. It’s no secret that Uncle Sam wants you to save for retirement. With IRAs, Roth IRAs, and 401(k)s, you can defer or avoid a lot of tax by stashing away money early and letting it compound over time. The only catch is that you need to leave the - [07/18/2018 - Rent-A-Center Inc (RCII)](https://www.snideradvisors.com/blog/07-18-2018-rent-center-inc-rcii/) - Attention, those of you who own Rent-A-Center Inc (RCII): RCII is the target of an acquisition by Vintage Capital Management. The proposed acquisition includes a payment of $15 per share for each outstanding share of RCII. Because of this agreement, you should sell your shares of RCII on Trade Day, and Transmogrify if necessary. If you - [What is Tax Loss Harvesting?](https://www.snideradvisors.com/blog/what-is-tax-loss-harvesting/) - This strategy is known as tax-loss harvesting and it’s a common technique used by wealthy investors to reduce their tax exposure. - [Unwise Investment Decisions](https://www.snideradvisors.com/blog/unwise-investment-decisions/) - This is the perfect example of an unwise investment decision. Last weekend a friend said to me, “I cashed out my entire 401(k) before the tech bubble, and Thank God!, because I would have lost everything.” This person was very proud of the decision they had made all those years years ago. I did not - [4/18/2018 - Monsanto Company (MON)](https://www.snideradvisors.com/blog/4182018-monsanto-company-mon/) - Attention, those of you who own Monsanto Company (MON): MON is the target of an acquisition by Bayer AG (BAYN). The proposed acquisition includes a payment of $128 for each outstanding share of MON. Because of this agreement, you should sell your shares of MON on Trade Day, and Transmogrify if necessary. If you are able to - [05/22/2018 - Chicago Bridge & Iron Company N.V. (CBI)](https://www.snideradvisors.com/blog/4182018-chicago-bridge-iron-company-n-v-cbi/) - May 22, 2018 UPDATE - Attention, those of you who previously owned Chicago Bridge & Iron Company N.V. (CBI): CBI is the target of a merger with McDermott International Inc. (MDR). Your shares of CBI have been replaced with shares of MDR. Because of this merger, you should sell your shares of MDR, and Transmogrify if necessary. - [Should You Sell Your Company Stock?](https://www.snideradvisors.com/blog/should-you-sell-your-company-stock/) - Many people hold an oversized chunk of their portfolios in company stock. While it may be performing well, there is a large body of research that has shown that holding a diversified portfolio of stocks outperforms concentrated stock holdings. You may be unwittingly giving up potential returns that could be compounding over time – potentially - [1/19/2018-Sigma Designs, Inc. (SIGM)](https://www.snideradvisors.com/blog/1192018-sigma-designs-inc-sigm/) - Attention, those of you who own Sigma Designs, Inc. (SIGM): SIGM is the target of an acquisition by Silicon Labs (SLAB). The acquisition will include a payment of $7.05 per share for every outstanding share of SIGM. Because of this agreement, you should sell your shares of SIGM on Trade Day, and Transmogrify if necessary. If you - [Tips for Managing Covered Call Positions](https://www.snideradvisors.com/blog/tips-managing-covered-call-positions/) - A covered call position is a great way to generate extra income from a stock portfolio. While the strategy is fairly straightforward, there are many nuances that can make managing a covered call position challenging—especially when the stock pays dividends or if the price is approaching the strike price near expiration. In this article, we - [12/13/2017-Consol Energy Inc. (CNX) ***UPDATE***](https://www.snideradvisors.com/blog/12132017-consol-energy-inc-cnx-update/) - Attention, those of you who own Consol Energy Inc. (CNX): CNX has announced a separation of its coal and natural gas sectors into two publicly-traded companies. More information on this announcement can be found here. You will receive 12.5 shares of a new stock, CEIX, for every 100 shares of your CNX position. On Trade Day, please - [12/13/2017-M.D.C. Holdings, Inc. (MDC)](https://www.snideradvisors.com/blog/12132017-m-d-c-holdings-inc-mdc/) - Attention, those of you who own M.D.C. Holdings, Inc. (MDC): MDC has announced a special 8% stock dividend. The dividend will take the form of a distribution of additional shares of MDC stock. Owners of MDC will receive 8 additional share of stock for every 100 shares owned on the date of record, which is - [12/7/2017-General Cable Corp. (BGC)](https://www.snideradvisors.com/blog/1272017-general-cable-corp-bgc/) - Attention, those of you who own General Cable Corp. (BGC): BGC is the target of an acquisition by Prysmian Group. The acquisition will include a payment of $30 per share for every outstanding share of BGC. Because of this agreement, you should sell your shares of BGC on Trade Day, and Transmogrify if necessary. If you are - [Covered Call Funds vs. Do-It-Yourself Covered Calls](https://www.snideradvisors.com/blog/covered-call-funds-vs-do-it-yourself-covered-calls/) - Covered calls can be an excellent way to generate monthly cash flow while reducing your risk investing in the stock market. While covered calls have been available to individual investors for a long time, covered call funds, (also known as buy-write funds) have become increasingly popular over the past decade. These funds enable investors to - [Should You Take Social Security Early?](https://www.snideradvisors.com/blog/should-you-take-social-security-early/) - More than a third of insured workers claimed social security benefits as soon as they became eligible in 2013, according to the Boston College Center for Retirement Research. The big question is whether this decision appropriately reflected the individuals’ circumstances or whether they made a costly mistake. If you’re approaching retirement, it’s important to carefully weigh - [11/17/2017-CalAtlantic Group, Inc. (CAA)](https://www.snideradvisors.com/blog/11172017-calatlantic-group-inc-caa/) - Attention, those of you who own CalAtlantic Group, Inc. (CAA): CAA is the target of an acquisition by Lennar Corporation (LEN). The acquisition will include a receipt of 0.885 shares of LEN for every 1 share of CAA that is owned, or a direct payment of $48.26 for every share of CAA. Because of this agreement, you - [11/17/2017-Consol Energy Inc. (CNX)](https://www.snideradvisors.com/blog/1112017-consol-energy-inc-cnx/) - Attention, those of you who own Consol Energy Inc. (CNX): CNX has announced a separation of its coal and natural gas sectors into two publicly-traded companies. More information on this announcement can be found here. At this time, we are not recommending any further action be taken with regards to CNX. Continue to trade the position - [10/31/2017 - Coach, Inc. (COH)](https://www.snideradvisors.com/blog/10312017-coach-inc-coh/) - Attention, those of you who own Coach, Inc. (COH): COH has undergone a name and symbol change to Tapestry, Inc. (TPR). All outstanding shares of COH will be replaced with shares of TPR, and all outstanding COH options have been replaced with corresponding TPR options. You will need to update your worksheets to reflect this - [10/18/2017-Blackberry Limited (BBRY)](https://www.snideradvisors.com/blog/10182017-blackberry-limited-bbry/) - Attention, those of you who own Blackberry Limited (BBRY): BBRY has begun trading on the New York Stock Exchange, and has changed its trading symbol to BB. All outstanding shares of BBRY have been replaced with an equal number of shares of BB. You will need to update your worksheets to reflect this change at - [How to Invest an Inherited IRA](https://www.snideradvisors.com/blog/invest-inherited-ira/) - Receiving an inheritance can cause a mix of emotions, and depending on the amount of assets, could have a significant impact on your lifestyle. While it may be tempting to withdraw the money, it’s important to step back and take the time to understand the financial implications of your decisions. In this article, we will - [9/11/2017-Swift Transportation Company (SWFT)](https://www.snideradvisors.com/blog/9112017-swift-transportation-company-swft/) - Attention, those of you who own Swift Transportation Company (SWFT): SWFT has announced a merger with Knight Transportation, Inc. (KNX), and a resultant reverse stock split. All shareholders of SWFT will receive 72 shares of KNX for every 100 shares currently owned of SWFT. Because of this merger, you should sell the shares of KNX on - [9/13/2017-Atwood Oceanics, Inc. (ATW)](https://www.snideradvisors.com/blog/9132017-atwood-oceanics-inc-atw/) - Attention, those of you who own Atwood Oceanics, Inc. (ATW): ATW is the target of an acquisition by Ensco plc (ESV). The acquisition will include a receipt of 1.6 shares of ESV for every 1 share of ATW that is owned. Because of this agreement, you should sell your shares of ATW on Trade Day, and Transmogrify - [9 FAQs About Paying Taxes on Investment Income](https://www.snideradvisors.com/blog/9-faqs-about-paying-taxes-on-investment-income/) - Income taxes are complicated enough with a couple full-time jobs, some children, and a mortgage without investments adding a whole new layer of complexity. The good news is that taxes on investment income is rather straightforward with the exception of a few important caveats. As investment income grows over time, it’s important to understand these - [7/25/2017-Staples, Inc. (SPLS)](https://www.snideradvisors.com/blog/7252017-staples-inc-spls/) - Attention, those of you who own Staples, Inc. (SPLS): SPLS is being taken private by Sycamore Partners. The acquisition will include a buyout of $10.25 for each outstanding share of SPLS. Because of this agreement, you should sell your shares of SPLS on Trade Day, and Transmogrify if necessary. If you are able to sell your - [6/5/2017-SINA Corporation (SINA)](https://www.snideradvisors.com/blog/652017-sina-corporation-sina/) - Attention, those of you who own SINA Corporation (SINA): SINA has announced a new spin-off of shares for its subsidiary Weibo Corporation (WB). Each owner of SINA will receive one share of WB for every ten shares owned of SINA. On Trade Day, you will want to sell your shares of WB at the market price. - [5/18/2017-Tidewater Inc. (TDW)](https://www.snideradvisors.com/blog/5182017-tidewater-inc-tdw/) - Attention, those of you who own Tidewater Inc. (TDW): TDW has entered bankruptcy. This will likely leave the stock price with little or no value in the future. At this time we recommend selling the shares on next Trade Day and recognizing the loss in the Snider Investment Method®. We recommend these steps to close - [5/23/2017-Arcelor Mittal S.A. (MT)](https://www.snideradvisors.com/blog/5232017-arcelor-mittal-s-mt/) - Attention, those of you who own Arcelor Mittal S.A. (MT): MT has announced a 1-for-3 reverse stock split effective May 22, 2017. As a result, some alterations need to be made to your Snider Investment Method worksheets. Lattco PRO & Lattco AutoPilot clients: the adjustments have been made for you and should be reflected in your account by next - [5/22/2017 - Kate Spade & Co. (KATE)](https://www.snideradvisors.com/blog/5222017-kate-spade-co-kate/) - Attention, those of you who own Kate Spade & Co. (KATE): KATE is the target of an acquisition by Coach Inc. (COH). The proposed acquisition includes a buyout of $18.50 per share for all outstanding shares of KATE. Because of this agreement, you should sell your shares of KATE on Trade Day, and Transmogrify if necessary. If - [5/18/2017-Akorn, Inc. (AKRX)](https://www.snideradvisors.com/blog/5182017-akorn-inc-akrx/) - Attention, those of you who own Akorn, Inc. (AKRX): AKRX is the target of an acquisition by Fresenius Kabi. The proposed acquisition will include a buyout of $34.00 per share for all outstanding shares of AKRX. Because of this proposal, you should sell your shares of AKRX on Trade Day, and Transmogrify if necessary. If you are able - [5/15/2017 - Energy Transfer Partners (ETP)](https://www.snideradvisors.com/blog/5152017-energy-transfer-partners-etp/) - Attention, those of you who own Energy Transfer Partners (ETP): ETP has merged with Sunoco Logistics (SXL), and has enacted a 3 for 2 stock split as a result. ETP owners have received 3 shares of the new ETP for every 2 shares owned of the old ETP. For example, if you previously owned 100 - [Turn Your 401(k)Into a Portfolio Paycheck](https://www.snideradvisors.com/blog/turn-your-401kinto-a-portfolio-paycheck/) - When it comes time to retire, what should you do with your 401(k)? For most investors, it’s time to turn that money into a portfolio paycheck. Many people spend their working years focused on building up a nest egg in the form of a retirement plan like a 401(k) (or an IRA, or both). But - [4/24/2017-Air Methods Corporation (AIRM) ***UPDATE***](https://www.snideradvisors.com/blog/4242017-air-methods-corporation-airm-update/) - Attention, those of you who own Air Methods Corporation (AIRM): the tender offer for AIRM by American Securities, LLC has been completed as of 4/21/2017. The offer was executed at a price of $43.00 per share. If you have not yet sold your shares of AIRM, please note that the shares will be removed from - [4/4/2017-Air Methods Corporation (AIRM)](https://www.snideradvisors.com/blog/442017-air-methods-corporation-airm/) - Attention, those of you who own Air Methods Corporation (AIRM): AIRM is being taken private by American Securities LLC. The acquisition will include the exchange of all outstanding shares of AIRM for $43.00 in cash. Because of this agreement, you should sell your shares of AIRM on Trade Day, and Transmogrify if necessary. If you are - [3/29/2017-Stone Energy Corporation (SGY)](https://www.snideradvisors.com/blog/3292017-stone-energy-corporation-sgy/) - Attention, those of you who own Stone Energy Corporation (SGY): SGY has emerged from bankruptcy, and has issued new common shares to its shareholders as part of its reorganization plan. Shareholders who owned the position prior to the petition for bankruptcy are eligible to receive 0.17263 new shares of common stock for each share of - [2/20/2017-Blue Nile Inc. (NILE)](https://www.snideradvisors.com/blog/2202017-blue-nile-inc-nile/) - Attention, those of you who own Blue Nile Inc. (NILE): NILE has been acquired by Bain Capital. The acquisition included a buyout of $40.75 for all outstanding shares of NILE. Because of this transaction, you should Transmogrify your NILE position on Trade Day, if necessary. If the $40.75 buyout amount was above your average cost, there is no need to - [5 Investing Tools for First-Time Investors](https://www.snideradvisors.com/blog/5-investing-tools-first-time-investors/) - Where do less-seasoned investors go to get the information they need about the stock market? What are the best investing tools available to new investors? Whether you’re completely new to investing or you’re simply switching strategies and looking for some guidance, every investor needs help tracking the market and making good financial decisions. This is - [12/16/16-Neustar, Inc. (NSR)](https://www.snideradvisors.com/blog/121616-neustar-inc-nsr/) - Attention, those of you who own Neustar, Inc. (NSR): NSR is the target of an acquisition by Golden Gate Capital. The proposed acquisition will include a buyout of $33.50 for all outstanding shares of NSR. Because of this proposal, you should sell your shares of NSR on Trade Day, and Transmogrify if necessary. If you are able - [12/5/2016-M.D.C. Holdings, Inc. (MDC)](https://www.snideradvisors.com/blog/1252016-m-d-c-holdings-inc-mdc/) - Attention, those of you who own M.D.C. Holdings, Inc. (MDC): MDC has declared a 5% stock dividend to its shareholders, with an ex-distribution date of December 2, 2016. As a result of this declaration, owners of MDC have received an additional 5 shares of the positions for every 100 shares they previously owned. Concurrent with - [11/30/2016-National Beverage Corporation (FIZZ)](https://www.snideradvisors.com/blog/11302016-national-beverage-corporation-fizz/) - Attention, those of you who own National Beverage Corporation (FIZZ): FIZZ has announced a special dividend, in the amount of $1.50 per share. As a result, the strike prices for open December options on FIZZ have been adjusted down to compensate. For example, a client who sold a $50 call and a $45 put on - [11/18/2016-Western Refining, Inc. (WNR)](https://www.snideradvisors.com/blog/11182016-western-refining-inc-wnr/) - Attention, those of you who own Western Refining, Inc. (WNR): WNR is the target of an acquisition by Tesoro Corporation (TSO). The proposed acquisition will include a buyout of $37.30 for all outstanding shares of WNR. Because of this proposal, you should sell your shares of WNR on Trade Day, and Transmogrify if necessary. If you are - [11/17/2016-Monster Worldwide, Inc. (MWW)](https://www.snideradvisors.com/blog/11172016-monster-worldwide-inc-mww/) - Attention, those of you who own Monster Worldwide, Inc. (MWW): MWW has been acquired by Randstad Holding. The acquisition includes a buyout of $3.40 for all outstanding shares of MWW. Because of this transaction, you should Transmogrify MWW as soon as possible. We’re here to help! Here is a link to the Transmogrification document that - [11/16/2016-Alcoa, Inc. (AA)](https://www.snideradvisors.com/blog/11162016-alcoa-inc-aa/) - Attention, those of you who own Alcoa, Inc. (AA): AA has completed a corporate restructuring and has split into two companies, Alcoa Corporation (AA) and Arconic Inc. (ARNC). AA owners have received a quantity of shares of ARNC equal to the number they previously owned of AA, and have also received 1 share of the - [12/1/2016-Overstock.com, Inc. (OSTK) *UPDATE*](https://www.snideradvisors.com/blog/11162016-overstock-com-inc-ostk/) - Attention, those of you who own Overstock.com, Inc. (OSTK): OSTK has announced a rights offering for its Blockchain Platform division. As a result of this, owners of OSTK have received 10 rights shares for every 100 shares of stock they own in OSTK. At this time, we don't recommend any action to be taken with - [11/16/2016-ConAgra Foods, Inc. (CAG)](https://www.snideradvisors.com/blog/11162016-conagra-foods-inc-cag/) - Attention, those of you who own ConAgra Foods, Inc. (CAG): CAG has announced that it will be splitting into two separate public companies, ConAgra Brands, Inc. (CAG) and Lamb Weston Holdings, Inc (LW). As a result of this, CAG owners will receive 33 shares of LW for every 100 shares they currently own of CAG. - [10/20/2016-SINA Corporation (SINA)](https://www.snideradvisors.com/blog/10202016-sina-corporation-sina/) - Attention, those of you who own SINA Corporation (SINA): SINA has announced a spin-off of shares for its subsidiary Weibo Corporation (WB). Each owner of SINA will receive one share of WB for every ten shares owned of SINA. On Trade Day, you will want to sell your shares of WB at the market price. Since - [10/11/2016-Financial Select Sector SPDR Fund (XLF)](https://www.snideradvisors.com/blog/10112016-financial-select-sector-spdr-fund-xlf/) - Attention, those of you who own Financial Select Sector SPDR Fund (XLF): XLF has tightened the criteria for its ETF. As a result, it has announced a spin-off of shares for a real estate centered position under the ticker symbol XLRE. Each owner of XLF will receive an amount of XLRE shares proportionate to the amount - [10/13/2016-Joy Global, Inc. (JOY)](https://www.snideradvisors.com/blog/10132016-joy-global-inc-joy/) - Attention, those of you who own Joy Global, Inc. (JOY): JOY is the target of an acquisition by Komatsu. The proposed acquisition will include a buyout of $28.30 for all outstanding shares of JOY. Because of this proposal, you should sell your shares of JOY on Trade Day, and Transmogrify if necessary. If you are able to sell your - [10/06/2016-Alcoa Inc. (AA)](https://www.snideradvisors.com/blog/10062016-alcoa-inc-aa/) - Attention, those of you who own Alcoa Inc. (AA): AA has announced a 1-for-3 reverse stock split effective October 5, 2016. As a result, some alterations need to be made to your Snider Investment Method worksheets. Lattco PRO & Lattco AutoPilot clients: the adjustments have been made for you and should be reflected in your account on Trade - [10/03/2016-Cabela's Inc. (CAB)](https://www.snideradvisors.com/blog/10032016-cabelas-inc-cab/) - Attention, those of you who own Cabela's Inc. (CAB): CAB is the target of an acquisition by Bass Pro Shops. The proposed acquisition will include a buyout of $65.50 for all outstanding shares of CAB. Because of this proposal, you should sell your shares of CAB on Trade Day, and Transmogrify if necessary. If you are able to - [9/13/2016-Rackspace Hosting Inc (RAX)](https://www.snideradvisors.com/blog/9132016-rackspace-hosting-inc-rax/) - Attention, those of you who own Rackspace Hosting Inc (RAX): RAX is being taken private by Apollo Global Management and Searchlight Capital Partners. The acquisition will include the exchange of all outstanding shares of RAX for $32.00 in cash. Because of this agreement, you should sell your shares of RAX as soon as possible, and Transmogrify if necessary. - [12/20/2016-ITT Educational Services Inc. (ESINQ) ***UPDATE***](https://www.snideradvisors.com/blog/9132016-itt-educational-services-inc-esi/) - Attention, those of you who own ITT Educational Services Inc. (ESI): ESI has entered bankruptcy, and has changed its ticker symbol to ESINQ. This will likely leave the stock price with little or no value in the future. At this time we recommend selling the shares on next Trade Day and recognizing the loss in the - [9/13/2016-SINA Corporation (SINA)](https://www.snideradvisors.com/blog/9132016-sina-corporation-sina/) - Attention, those of you who own SINA Corporation (SINA): SINA has announced a spin-off of shares for its subsidiary Weibo Corporation (WB). Each owner of SINA will receive one share of WB for every ten shares owned of SINA. The distribution of the shares for the spin-off is scheduled to be completed on or about October - [8/17/2016-Silicon Graphics International Corp. (SGI)](https://www.snideradvisors.com/blog/8172016-silicon-graphics-international-corp-sgi/) - Attention, those of you who own Silicon Graphics International Corp. (SGI): SGI is the target of an acquisition by Hewlett Packard Enterprises (HPE). The proposed acquisition will include a buyout of $7.75 for all outstanding shares of SGI. Because of this proposal, you should sell your shares of SGI on Trade Day, and Transmogrify if - [8/1/2016-Multi-Fineline Electronix, Inc. (MFLX)](https://www.snideradvisors.com/blog/812016-multi-fineline-electronix-inc-mflx/) - Attention, those of you who own Multi-Fineline Electronix, Inc. (MFLX): MFLX has merged with Suzhou Dongshan Precision Manufacturing Co., Ltd. (DSBJ). More information about the merger can be found here. The merger will include a buyout of $23.95 for each outstanding share of MFLX. Because of this merger, you should sell your shares of MFLX as soon as possible, - [7/22/2016-Comstock Resources Inc. (CRK)](https://www.snideradvisors.com/blog/7222016-comstock-resources-inc-crk/) - Attention, those of you who own Comstock Resources Inc. (CRK): CRK has announced a 1-for-5 reverse stock split effective July 29, 2016. As a result, some alterations need to be made to your Snider Investment Method worksheets. Lattco PRO & Lattco AutoPilot clients: the adjustments have been made for you and should be reflected in your account - [7/22/2016-C&J Energy Services (CJES)](https://www.snideradvisors.com/blog/7222016-cj-energy-services-cjes/) - Attention, those of you who own C&J Energy Services (CJES): CJES has entered bankruptcy. This will likely leave the stock price with little or no value in the future. At this time we recommend selling the shares on next Trade Day and recognizing the loss in the Snider Investment Method®. We recommend these steps to - [7/18/2016-ARM Holdings plc (ARMH)](https://www.snideradvisors.com/blog/7182016-arm-holdings-plc-armh/) - Attention, those of you who own ARM Holdings plc (ARMH): ARMH is the target of an acquisition by SoftBank Group Corp. The proposed acquisition will include a buyout of all outstanding ARMH shares at a significant premium over the price the shares closed at on Friday 7/15/2016. Because of this proposal, you should sell your - [7/14/2016-TAL International Group Inc. (TAL)](https://www.snideradvisors.com/blog/7142016-tal-international-group-inc-tal/) - Attention, those of you who own TAL International Group Inc. (TAL): TAL has merged with Triton Container International Limited to form Triton International Limited (TRTN). More information about the merger can be found here. As part of the merger, owners of TAL will receive one share of TRTN for every share of TAL that was - [7 Red Flags of a Shady Financial Advisor](https://www.snideradvisors.com/blog/7-red-flags-shady-financial-advisor/) - News headlines of the past tell a cautionary tale of how critical it is to be careful in choosing your financial advisor. In this article series, we will explore 7 red flags you can use to identify the types of financial advisors you should avoid at all costs. We will also provide guide steps to - [6/17/2016 - Elizabeth Arden, Inc. (RDEN)](https://www.snideradvisors.com/blog/6172016-elizabeth-arden-inc-rden/) - Attention, those of you who own Elizabeth Arden, Inc. (RDEN): RDEN is the target of an acquisition by Revlon, Inc. (REV). The proposed acquisition will include a buyout of $14 for all outstanding shares of RDEN. Because of this proposal, you should sell your shares of RDEN on Trade Day, and Transmogrify if necessary. If - [6/15/2016 - Canadian Natural Resources Limited (CNQ)](https://www.snideradvisors.com/blog/6152016-canadian-natural-resources-limited-cnq/) - Attention to those of you who own Canadian Natural Resources Limited (CNQ): CNQ has completed the distribution of shares of its announced spin-off, PrairieSky Royalty Ltd. Each owner of CNQ has been credited with 2 shares of PrairieSky Royalty Ltd for every 100 shares owned of CNQ. No action will be need to be taken - [The Process of the Tender Offer](https://www.snideradvisors.com/blog/the-process-of-the-tender-offer/) - The stock market is a place where buyers and sellers congregate to trade. Usually, when you sell shares, you can just click sell and the broker will match a buyer on the other side and vice versa when you buy shares. However, there may be a special occasion where a buyer will contact you directly - [5/16/2016-Dreamworks Animation SKG, Inc. (DWA)](https://www.snideradvisors.com/blog/5162016-dreamworks-animation-skg-inc-dwa/) - Attention, those of you who own Dreamworks Animation SKG, Inc. (DWA): DWA has been acquired by Comcast Corp. (CMCSA). The acquisition will include a buyout of $41 for each outstanding share of DWA. Because of this agreement, you should sell your shares of DWA as soon as possible, and Transmogrify if necessary. If you are able to sell your - [5/16/2016-Canadian Natural Resources Limited (CNQ)](https://www.snideradvisors.com/blog/5162016-canadian-natural-resources-limited-cnq/) - Attention to those of you who own Canadian Natural Resources Limited (CNQ): CNQ has announced a corporate restructuring, consisting of a spinoff of a new company, PrairieSky Royalty Ltd. (PSK). As part of this spinoff, holders of CNQ stock will receive 0.02 shares of PSK for every share of CNQ owned; we are currently in the process of - [5/16/2016-Lexmark International, Inc. (LXK)](https://www.snideradvisors.com/blog/5162016-lexmark-international-inc-lxk/) - Attention, those of you who own Lexmark International, Inc. (LXK): LXK has been acquired by Apex Technology Co., Ltd. and PAG Asia Capital (PAG). The acquisition will include a buyout of $40.50 for each outstanding share of LXK. Because of this agreement, you should sell your shares of LXK as soon as possible, and Transmogrify if necessary. If you - [5/16/2016-Apollo Education Group Inc. (APOL)](https://www.snideradvisors.com/blog/5162016-apollo-education-group-inc-apol/) - Attention, those of you who own Apollo Education Group Inc. (APOL). APOL is being taken private by Apollo Global Management, Vistria Group, and Najafi Companies. The acquisition will include the exchange of all outstanding shares of APOL for $10.00 in cash. Because of this agreement, you should sell your shares of APOL as soon as possible, and Transmogrify if - [5/16/2016-SunEdison, Inc. (SUNE)](https://www.snideradvisors.com/blog/5162016-sunedison-inc-sune/) - Attention, those of you who own SunEdison, Inc. (SUNE): SUNE has entered bankruptcy. It has changed its ticker symbol to SUNEQ. This will likely leave the stock price with little or no value in the future. At this time we recommend selling the shares on next Trade Day and recognizing the loss in the Snider Investment Method®. - [5/16/2016-Aeropostale Inc (ARO)](https://www.snideradvisors.com/blog/5162016-aeropostale-inc-aro/) - Attention, those of you who own Aeropostale Inc (ARO): ARO has entered bankruptcy. Its symbol has changed to AROPQ. This will likely leave the stock price with little or no value in the future. At this time we recommend selling the shares on next Trade Day and recognizing the loss in the Snider Investment Method®. We recommend - [5 Habits of Savvy Investors-Part 1](https://www.snideradvisors.com/blog/5-habits-savvy-investors/) - Have you ever wondered how great investors think or what they’re doing that the rest of the world isn’t doing? What makes them tick? In this multi-part series, 5 Habits of Savvy Investors, we’ will uncover the investment secrets of some of the most successful investors of the last century. Different Strokes for Different Folks Most - [4/13/2016-Peabody Energy Corporation (BTU)](https://www.snideradvisors.com/blog/4132016-peabody-energy-corporation-btu/) - Attention, those of you who own Peabody Energy Corporation (BTU): BTU has entered bankruptcy. This will likely leave the stock price with little or no value in the future. At this time we recommend selling the shares on next Trade Day and recognizing the loss in the Snider Investment Method®. We recommend these steps to close the - [4/7/2016-The Fresh Market, Inc. (TFM)](https://www.snideradvisors.com/blog/472016-the-fresh-market-inc-tfm/) - Attention, those of you who own The Fresh Market, Inc. (TFM). TFM is being taken private by Apollo Global Management. The acquisition will include the exchange of all outstanding shares of TFM for $28.50 in cash. Because of this agreement, you should sell your shares of TFM as soon as possible, and Transmogrify if necessary. - [3/18/2016-ArcelorMittal SA (MT)](https://www.snideradvisors.com/blog/3182016-arcelormittal-sa-mt/) - Attention, those of you who own ArcelorMittal SA (MT): MT has undertaken a plan to raise $3 billion in capital to pay a portion of its outstanding debt. As part of this plan, new stock rights have been issued, under the symbol MTWS. If you currently hold MT in your brokerage account, you will have - [2/18/2016-Apollo Education Group Inc. (APOL)](https://www.snideradvisors.com/blog/2182016-apollo-education-group-inc-apol/) - Please view the latest update here. Attention, those of you who own Apollo Education Group Inc. (APOL): APOL has entered into a definitive agreement to be acquired by The Vistria Group, LLC, and be taken private as a result. The tentative terms of the agreement include a buyout of $9.50 per share for all outstanding shares - [2/16/2016-Men's Wearhouse, Inc. (MW)](https://www.snideradvisors.com/blog/2162016-mens-wearhouse-inc-mw/) - Attention, those of you who hold Men's Wearhouse, Inc. (MW). MW has undergone a corporate restructuring, and has been subsumed by a new holding company, Tailored Brands Inc. (TLRD). Accordingly, MW has undergone a symbol change to TLRD, and all outstanding shares of MW have been replaced with an equal number of shares of TLRD. - [1/12/2016-America Movil SAB (AMX)](https://www.snideradvisors.com/blog/1122016-america-movil-sab-amx/) - Attention to those of you who own America Movil SAB (AMX): AMX has announced a corporate restructuring, consisting of a spinoff of its mobile sites component into a new company, Telesites SAB de CV (SITESL:MM). As part of this spinoff, U.S. holders of AMX stock will receive cash compensation for the new shares of Telesites; - [12/16/2015-Computer Sciences Corporation (CSC)](https://www.snideradvisors.com/blog/12162015-computer-sciences-corporation-csc/) - Attention, those of you who own Computer Sciences Corporation (CSC): CSC has undergone a corporate restructuring, and has split itself into two separate companies. You will continue to own the same number of shares of CSC as you did before; however, you will also now own an equal number of the New CSRA position. Furthermore, you will also - [11/18/2015-HP Inc. (HPQ)](https://www.snideradvisors.com/blog/11182015-hp-inc-hpq/) - Attention, those of you who own HP Inc. formerly Hewlett-Packard Company (HPQ): HP Inc. has undergone a corporate restructuring, and has split itself into two separate companies. You will continue to own the same number of shares of HPQ as you did before; however, you will also now own an equal number of shares of Hewlett - [11/18/2015-HomeAway, Inc. (AWAY)](https://www.snideradvisors.com/blog/11182015-homeaway-inc-away/) - Attention, those of you who own HomeAway, Inc. (AWAY): AWAY has been acquired by Expedia Inc. (EXPE). The acquisition will include a buyout of $38.31 for each outstanding share of AWAY. Because of this agreement, you should sell your shares of AWAY as soon as possible, and Transmogrify if necessary. If you are able to sell your shares above your - [11/18/2015-KLA-Tencor Corporation (KLAC)](https://www.snideradvisors.com/blog/11182015-kla-tencor-corporation-klac/) - Attention, those of you who own KLA-Tencor Corporation (KLAC): KLAC has been acquired by Lam Research Corporation (LRCX). The acquisition will include the exchange of all outstanding KLAC shares for $32 in cash and 0.5 shares of LRCX. Because of this agreement, you should sell your shares of KLAC as soon as possible, and Transmogrify if necessary. If you are - [9/30/2015 - EZChip Semiconductor Ltd](https://www.snideradvisors.com/blog/9302015-ezchip-semiconductor-ltd/) - Attention, those of you who own EZchip Semiconductor Ltd (EZCH): EZCH has been acquired by Mellanox Technologies, Ltd. (MLNX). The acquisition will include a price paid of $25.50 for all outstanding shares of EZCH. Because of this agreement, you should sell your shares of EZCH as soon as possible, and Transmogrify if necessary. If you are able to sell - [10/13/2015 – Polycom, Inc. (PLCM)](https://www.snideradvisors.com/blog/10132015-polycom-inc-plcm/) - Attention, those of you who own Polycom, Inc. (PLCM): PLCM has little/no option volume, making it no longer suitable for the Snider Investment Method. Because of the option volume, you should sell your shares of PLCM and Transmogrify as soon as possible. Those of you who have no current outstanding options for PLCM may sell your - [10/13/2015 – Resources Connection Inc. (RECN)](https://www.snideradvisors.com/blog/10132015-resources-connection-inc-recn/) - Attention, those of you who own Resources Connection Inc. (RECN): RECN has little/no option volume, making it no longer suitable for the Snider Investment Method. Because of the option volume, you should sell your shares of RECN and Transmogrify as soon as possible. Those of you who have no current outstanding options for RECN may sell your shares immediately, - [09/30/2015 - Peabody Energy Corporation (BTU)](https://www.snideradvisors.com/blog/09302015-peabody-energy-corporation-btu/) - Attention, those of you who own Peabody Energy Corporation (BTU): BTU has announced a 1-for-15 reverse stock split effective October 1st, 2015. As a result, some alterations need to be made to your Snider Investment Method worksheets. Lattco PRO & Lattco AutoPilot clients: the adjustments have been made for you and should be reflected in your account by - [9/16/2015 - Cameron International Corporation (CAM)](https://www.snideradvisors.com/blog/9162015-cameron-international-corporation-cam/) - Attention, those of you who own Cameron International Corporation (CAM): CAM has been acquired by Schlumberger Limited (SLB); for complete details on the merger, please use this link. The acquisition will involve the receipt of 0.716 shares of SLB and a cash payment of $14.44 for every share of CAM currently owned. Because of this merger, you should transmogrify your CAM - [8/21/2015 - Bio-Reference Laboratoies, Inc. (BRLI)](https://www.snideradvisors.com/blog/8212015-bio-reference-laboratoies-inc-brli/) - Attention, those of you who own Bio-Reference Laboratories, Inc. (BRLI): BRLI has been acquired by OPKO Health, Inc. (OPK); for complete details on the merger, please use this link. The acquisition will involve the receipt of 2.75 shares of OPK for every share of BRLI currently owned. When the transition is finalized, you will see your BRLI shares - [8/21/2015 - Informatica Corporation (INFA)](https://www.snideradvisors.com/blog/8212015-informatica-corporation-infa/) - Attention, those of you who own Informatica Corporation (INFA): INFA has been acquired by Permira Advisers and Canada Pension Plan Investment Board. The acquisition will include a buyout of $48.75 for all outstanding shares of INFA. Because of this agreement, you should Transmogrify if necessary (your shares of INFA have already been sold, so you will not - [07/15/2015 - Gannett Co., Inc. (GCI)](https://www.snideradvisors.com/blog/07152015-gannett-co-inc-gci/) - Attention, those of you who own Gannett Co., Inc. (GCI): GCI has announced a spin-off for the company, the details of which can be found here. The spin-off involves the creation of a new GCI, and a symbol change of the pre-existing GCI to TGNA. All owners of the TGNA position will receive a quantity of shares in - [07/14/2015 - Infosys Ltd. (INFY)](https://www.snideradvisors.com/blog/07142015-infosys-ltd-infy/) - Attention, those of you who own Infosys Ltd. (INFY): INFY has announced a 2-for-1 stock split effective June 16, 2015. As a result, some alterations need to be made to your Snider Investment Method worksheets. LattcoPro clients: the adjustments have been made for you and should be reflected in your account by Trade Day. We're here to help! - [7/14/2015 - Ryland Group Inc. (RYL)](https://www.snideradvisors.com/blog/7142015-ryland-group-inc-ryl/) - Attention, those of you who own Ryland Group Inc. (RYL): RYL is the target of an acquisition by Standard Pacific Corp. (SPF); full details of the merger can be found here. The merger will involve a reverse stock split and an exchange in stocks between the two merging companies that will make it difficult to apply the - [5/18/2015 - Riverbed Technology (RVBD)](https://www.snideradvisors.com/blog/5182015-riverbed-technology-rvbd/) - Attention, those of you who own Riverbed Technology (RVBD): RVBD is being taken private by Thoma Bravo. The company has bought back its outstanding shares for a payout of $21 per share. As a result, we recommend you transmogrify your position in RVBD as soon as possible. Please note: if you are able to maintain a profit on RVBD - [5/15/2015 - OmniVision Technologies, Inc. (OVTI)](https://www.snideradvisors.com/blog/5152015-omnivision-technologies-inc-ovti/) - Attention, those of you who own OmniVision Technologies (OVTI): OVTI has taken itself private. As a result, there is very little price volatility for shares of OVTI, which has resulted in a lack of option premium for the position. Therefore, we recommend you transmogrify your position in OVTI into a more appropriate position as soon as possible. - [5/6/2015-Force Protection (FRPT) Class Action Settlement](https://www.snideradvisors.com/blog/562015-force-protection-frpt-class-action-settlement/) - Several of our clients have recently contacted us to mention that they have received notifications regarding a settlement that has been reached regarding Force Protection (FRPT). To be eligible for this settlement, you will need to have held the FRPT position at any point between November 6, 2011 and December 19, 2011. If you are - [3/20/2015 - RTI International Metals (RTI)](https://www.snideradvisors.com/blog/3202015-rti-international-metals-rti/) - Attention, those of you who own RTI International Metals (RTI): RTI is the target of an acquisition by Alcoa, Inc.(AA). After the completion of the deal, you will receive 2.8 shares of Alcoa (AA) for every share of RTI that you currently own. Because of the odd share amounts of Alcoa it will be cumbersome to implement Snider - [03/19/2015 – Quicksilver Resources (KWKA)](https://www.snideradvisors.com/blog/03192015-quicksilver-resources-kwka/) - Attention, those of you who own Quicksilver Resources (KWK): KWK has entered bankruptcy and has been delisted. Its ticker symbol has changed to KWKAQ. This will likely leave the stock price with little or no value in the future. At this time we recommend selling the shares and recognizing the loss in the Snider Investment Method®. We - [2/19/2015 - Talisman Energy Inc. (TLM)](https://www.snideradvisors.com/blog/2192015-talisman-energy-inc-tlm/) - Attention, those of you who own Talisman Energy Inc. (TLM): TLM is the target of an acquisition by Repsol, S.A. Because of this agreement, you should sell your shares of TLM and Transmogrify if necessary. If you are able to sell your shares above your average cost, there is no need to Transmogrify. We're here to help! Here - [02/18/2015 – RadioShack Corp. (RSH)](https://www.snideradvisors.com/blog/02182015-radioshack-corp-rsh/) - Attention, those of you who own RadioShack Corp. (RSH): RSH has entered bankruptcy and has been delisted. Its ticker symbol has changed to RSHCQ. This will likely leave the stock price with little or no value in the future. At this time we recommend selling the shares and recognizing the loss in the Snider Investment Method®. - [01/19/2015 – Quicksilver Resources (KWK)](https://www.snideradvisors.com/blog/quicksilverresources/) - We've received many inquires from clients about there Quicksilver Resources (KWK) position. Since last Trade Day the symbol changed from KWK to KWKA. It is a result of delisting from normal stock exchanges and moving to the pink sheets due to its low stock price. Unfortunately, this is bad sign for the future prospects of - [12/11/2014 – Mindray Medical (MR)](https://www.snideradvisors.com/blog/12112014-mindray-medical-international-limited-mr/) - Attention, those of you who own Mindray Medical International Limited (MR): MR has little/no option volume, making it no longer suitable for the Snider Investment Method. Because of the option volume, you should sell your shares of MR and Transmogrify after the December expiration. Those of you who have no current outstanding options for MR may sell your - [2/9/2015 - Digital River, Inc. (DRIV)](https://www.snideradvisors.com/blog/12112014-digital-river-inc-driv/) - Attention, those of you who own Digital River (DRIV): DRIV is the target of an acquisition by Danube Private Holdings II, LLC. Because of this agreement, you should sell your shares of DRIV and Transmogrify if necessary. If you are able to sell your shares above your average cost, there is no need to Transmogrify. We're here - [12/10/2014 - Tibco Software (TIBX)](https://www.snideradvisors.com/blog/12102014-tibco/) - Attention, those of you who own Tibco Software (TIBX): TIBX is the target of an acquisition by Vista Equity Partners. Because of this agreement, you will receive $24 per share in cash. If you experience a loss on the position, you should Transmogrify. If you are able to sell your shares above your average cost, there is - [10/20/2014 - CONVERSANT (CNVR)](https://www.snideradvisors.com/blog/10202014-cnvr/) - Attention, those of you who own Conversant Inc. (CNVR): CNVR is the target of an acquisition by Alliance Data Systems. Because of this agreement, you should sell your shares of CNVR and Transmogrify if necessary. If you are able to sell your shares above your average cost, there is no need to Transmogrify. We're here to help! Here - [09/17/2014 - RockTenn (RKT)](https://www.snideradvisors.com/blog/09172014-rkt/) - Attention, those of you who own RockTenn (RKT): RKT has announced a 2-for-1 stock split effective August 27, 2014. Some alterations need to be made to your Snider Investment Method worksheets. LattcoPro clients: the adjustments will be made for you and should be reflected in your account by Trade Day. We're here to help! If you - [09/17/2014 - Continental Resources (CLR)](https://www.snideradvisors.com/blog/09172014-clr/) - Attention, those of you who own Continental Resources (CLR): CLR has announced a 2-for-1 stock split effective September 10, 2014. Some alterations need to be made to your Snider Investment Method worksheets. LattcoPro clients: the adjustments will be made for you and should be reflected in your account by Trade Day. We're here to help! If - [09/08/2014 – Elizabeth Arden (RDEN)](https://www.snideradvisors.com/blog/08272014-elizabeth-arden/) - Attention, those of you who own Elizabeth Arden (RDEN): RDEN shareholders may have received correspondence relating to a tender offer for RDEN shares at $17. This is a partial tender offer for 20% of the shares that won't affect the implementation of the Snider Method. You can disregard the paperwork and continue the Method like - [08/27/2014 – International Game Technology (IGT)](https://www.snideradvisors.com/blog/international-game-technology/) - Attention, those of you who own International Game Technology (IGT): IGT is the target of an acquisition by GTECH. Because of this agreement, you should sell your shares of IGT and Transmogrify after September expiration. We're here to help! Here is a link to the Transmogrification document that will tell you step-by-step what to do. LattcoPRO clients: please - [You Alone Are Accountable for Your Financial Situation](https://www.snideradvisors.com/blog/alone-accountable-financial-situation/) - Since Snider Advisors opened its doors in September of 2002, we have operated on Six Guiding Principles. The first of those principles is that you alone are accountable for you own financial situation. Fundamental to Financial Success The principle of accountability is fundamental to financial success. The bottom line is that no one cares more about - [The Number One Job of Your Portfolio](https://www.snideradvisors.com/blog/number-one-job-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 Changed Everything While many of us were still too young to know why we should care, the rules of retirement changed significantly. When Congress passed the - [Investing is Not the Same Thing as Saving](https://www.snideradvisors.com/blog/investing-thing-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 Snider Advisors’ Guiding Principles, we will examine the principle that investing is not the same thing as saving. While saving and investing are certainly interrelated, - [08/12/2014 – TeleTech Holdings (TTEC)](https://www.snideradvisors.com/blog/08122014-ttec/) - Attention, those of you who own TeleTech Holdings, Inc. (TTEC): TTEC has little/no option volume, making it no longer suitable for the Snider Investment Method. Because of the option volume, you should sell your shares of TTEC and Transmogrify after August expiration. We're here to help! Here is a link to the Transmogrification document that will tell you - [07/16/2014 – Chesapeake Energy (CHK)](https://www.snideradvisors.com/blog/07162014-chesapeake-energy-chk/) - Attention, those of you who own Chesapeake Energy Corporation (CHK): CHK announced a spin-off of Seventy Seven Energy, Inc. (SSE). Shareholders will receive 1 shares of SSE for every 14 shares of CHK or approximately 7 shares of SSE for every 100 shares of CHK. Due to the spin-off, if CHK is not called away, - [What are House Margin Requirements?](https://www.snideradvisors.com/blog/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 higher house margin requirement than most securities. If you have a Margin Account, this will be reflected in your Buying Power. Please Place Order to - [04/17/2014 – LCA-Vision Inc., (LCAV)](https://www.snideradvisors.com/blog/04172014-lca-vision-inc-lcav/) - Attention, those of you who own LCA-vision Inc., (LCAV): LCAV is the target of an acquisition by PhotoMedex Inc, (PHMD). Because of this agreement, you should sell your shares of LCAV and Transmogrify after April expiration. We're here to help! Here is a link to the Transmogrification document that will tell you step-by-step what to - [04/17/2014 – LDK Solar Co., Ltd. (LDK)](https://www.snideradvisors.com/blog/04172014-ldk-solar-co-ltd-ldk/) - Attention, those of you who own LDK Solar Co., Ltd. (LDK): LDK has been delisted. Its ticker symbol has changed to LDKSY. This will likely leave the stock price with little or no value in the future. At this time we recommend selling the shares and recognizing the loss in the Snider Investment Method®. We - [02/19/2014 – ValueClick, Inc. (VCLK)](https://www.snideradvisors.com/blog/02192014-valueclick-inc-vclk/) - Attention, those of you who own ValueClick, Inc. (VCLK): VCLK announced a name and ticker change to Coversant, Inc. (CNVR) effective on February 5th, 2014. Change the ticker on your Individual Stock Purchase Record from "VCLK" to "CNVR" and continue trading like normal using the new ticker. LattcoPRO clients: The adjustments have already been made - [11/13/2013 – Suntech Power Holdings (STP)](https://www.snideradvisors.com/blog/11132013-suntech-power-holdings-stp/) - Attention, those of you who own Suntech Power Holdings (STP): STP missed a bond payment back in March and is being pulled into bankruptcy. STP is now delisted from the New York Stock Exchange and is trading over the counter as STPFQ. At this time we must recognize the loss in the Snider Investment Method. - [08/14/2013 - Cabot Oil & Gas Corporation (COG)](https://www.snideradvisors.com/blog/08142013-cabot-oil-gas-corporation-cog/) - Attention, those of you who own Cabot Oil & Gas Corporation (COG): COG has announced a 2-for-1 stock split effective August 15, 2013. Some alterations need to be made to your Snider Investment Method worksheets. LattcoPro clients: the adjustments will be made for you and should be reflected in your account by Trade Day. We're - [07/17/2013 – Coinstar, Inc. (CSTR)](https://www.snideradvisors.com/blog/07172013-coinstar-inc-cstr/) - Attention, those of you who own Coinstar, Inc. (CSTR): CSTR announced a name and ticker change to Outerwall, Inc. (OUTR) effective on July 2nd, 2013. Change the ticker on your Individual Stock Purchase Record from "CSTR" to "OUTR" and continue trading like normal using the new ticker. LattcoPro clients: the adjustments have already been made - [07/17/2013 – STEC, Inc. (STEC)](https://www.snideradvisors.com/blog/07172013-stec-inc-stec/) - Attention, those of you who own STEC, Inc. (STEC): Western Digital Corporation (WDC) announced the acquisition of STEC for $6.85 cash per share of STEC. Because of this agreement, you should sell your shares of STEC and Transmogrify after July expiration. We're here to help! Here is a link to the Transmogrification document that will - [07/17/2013 – Websense, Inc. (WBSN)](https://www.snideradvisors.com/blog/07172013-websense-inc-wbsn/) - Attention, those of you who own Websense, Inc. (WBSN): Vista Equity Partners announced the acquisition of WBSN for $24.75 cash per share of WBSN. Because of this agreement, your shares of WBSN will be gone and there will be a cash deposit in your account. You should Transmogrify WBSN at your convenience. Since the shares - [06/19/2013 – Palomar Medical Technologies Inc. (PMTI)](https://www.snideradvisors.com/blog/06192013-palomar-medical-technologies-inc-pmti/) - Attention, those of you who own Palomar Medical Technologies Inc. (PMTI): PMTI is the target of an acquisition by Cynosure Inc. (CYNO). PMTI shareholders will receive approximately $13.65 per share, half in cash and half in common stock of CYNO. Because of this agreement, you should sell your shares of PMTI and Transmogrify after June - [06/19/2013 – Excel Maritime Carriers, Ltd. (EXM)](https://www.snideradvisors.com/blog/06192013-excel-maritime-carriers-ltd-exm/) - Attention, those of you who own Excel Maritime Carriers, Ltd. (EXM): EXM is filing for Chapter 11 bankruptcy and has been delisted and changed its ticker to EXMCF. This will likely leave the stock price with little or no value in the future. In the event of a re-organization, new shares will be issued. The - [06/19/2013 – Central European Distribution Corporation (CEDC)](https://www.snideradvisors.com/blog/06192013-central-european-distribution-corporation-cedc/) - Attention, those of you who own Central European Distribution Corporation (CEDC): CEDC filed for Chapter 11 bankruptcy and has been acquired by Russian Standard. Shares of CEDC are canceled and cease to be publicly traded. At this time we must recognize the loss in the Snider Investment Method. We recommend these steps to close the - [05/15/2013 – Valero Energy Corp. (VLO)](https://www.snideradvisors.com/blog/05152013-valero-energy-corp-vlo/) - Attention, those of you who own Valero Energy Corp. (VLO): VLO announced a spin-off of CST Brands (CST). Shareholders will receive 11 shares of CST for every 100 shares of VLO. Due to the spin-off, if VLO is not called away, you should sell your shares of CST after May expiration and use the proceeds - [05/15/2013 – MetroPCS Communications, Inc. (PCS)](https://www.snideradvisors.com/blog/05152013-metropcs-communications-inc-pcs/) - Attention, those of you who own MetroPCS Communications, Inc. (PCS): PCS was the target of a merger by T-Mobile US, Inc. (TMUS). PCS shareholders received $4.0491 cash and .5 shares of TMUS per each share of PCS. Because of this agreement, you should sell your shares of TMUS and Transmogrify after May expiration. We're here - [05/15/2013 – The McGraw-Hill Companies, Inc. (MHP)](https://www.snideradvisors.com/blog/05152013-the-mcgraw-hill-companies-inc-mhp/) - Attention, those of you who own The McGraw-Hill Companies (MHP): MHP announced a ticker change to MHFI effective on May 14th, 2013. Change the ticker on your Individual Stock Purchase Record from "MHP" to "MHFI" and continue trading like normal using the new ticker. LattcoPro clients: the adjustments have already been made and should be - [04/17/2013 – Corrections Corporation of America (CXW)](https://www.snideradvisors.com/blog/04172013-corrections-corporation-of-america-cxw/) - Attention, those of you who own Corrections Corporation of America (CXW): CXW announced a large special dividend of approximately $6.63 per share of CXW. Your shares will most likely be called away, but if they are not called away after April expiration, please call us and we will provide the steps necessary. If you have - [03/18/2013 – Leukadia National Corp. (LUK)](https://www.snideradvisors.com/blog/03182013-leukadia-national-corp-luk/) - Attention, those of you who own Leukadia National Corp. (LUK): LUK announced a spin-off of Crimson Wine Group (CWGL). Shareholders will receive one share of CWGL for every ten shares of LUK. Due to the spin-off, you should sell your shares of LUK and CWGL and Transmogrify after March expiration. If you can close LUK - [02/13/2013 – Focus Media Holding Ltd. (FMCN)](https://www.snideradvisors.com/blog/02132013-focus-media-holding-ltd-fmcn/) - Attention, those of you who own Focus Media Holding Ltd. (FMCN): FMCN is the target of being privatized by the Carlyle Group (CG). Because of this proposal, the volatility and option premiums for FMCN are low. We recommend to sell your shares of FMCN and Transmogrify after February expiration. We're here to help! Here is - [01/16/2013 - Abbott Laboratories (ABT)](https://www.snideradvisors.com/blog/01162013-abbott-laboratories-abt/) - Attention, those of you who own Abbott Laboratories (ABT): ABT announced a spin-off of AbbVie (ABBV). ABT will most likely will be called away along with the shares of ABBV, however if you still have this position after January expiration, please call us and we will provide the steps necessary. If you have any questions, - [Texas Tomorrow: Understanding the Texas Tuition Promise Fund](https://www.snideradvisors.com/blog/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 education fund in Texas, a traditional qualified 529 savings plan or the Texas Tuition Promise Fund. Texas has a traditional qualified 529 savings plan which is managed by a - [Filial Responsibility Laws: Your Parents Your Responsibility](https://www.snideradvisors.com/blog/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 possible some of the facts offered have changed throughout the years. When John Pitta’s mother couldn’t pay her nursing home bill, he was sued for almost $93,000. - [Is running out of retirement money a fate worse than death?](https://www.snideradvisors.com/blog/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 other sources of income. For the rest of your life, you will rely on government handouts and the charity of others. Sit with that image - [Stock Market Slot Machine](https://www.snideradvisors.com/blog/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: Win Big, Win Rarely, Win Never. I often refer to B.F Skinner, intermittent variable reinforcement, and how the stock market creates superstitions much like those - [Can You Have Too Much Home Equity?](https://www.snideradvisors.com/blog/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 the facts offered have changed throughout the years, but our sentiments about this topic have not. To learn more about this subject, check out Are - [Viaticals and Life Settlements](https://www.snideradvisors.com/blog/problems-with-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 in mind that it is possible some of the facts offered have changed throughout the years, but our sentiments about this topic have not. I ## Pages - [Home](https://www.snideradvisors.com/) - Covered Calls Reimagined Elevate Your Portfolio: Strategic Income through Options Designed for Forward Thinking Investors Seeking Enhanced Retirement Income Signup Link or Replace w/Form Join 20,000+ other investors. The Snider Investment Method Where Technology Meets Expertise in Covered Calls Unlock the potential of your retirement funds with the Snider Investment Method. Tailored for both novice - [Ultimate Guide to Writing Covered Calls](https://www.snideradvisors.com/ultimate-guide-to-writing-covered-calls/) - Writing Covered Calls The Ultimate Guide to Writing Covered Calls Covered calls are one of the most popular option strategies available. They can be an excellent way to generate monthly cash flow while reducing your risk of investing in the stock market. Download the eBook Learn More Writing Covered Calls Your Guide to Writing Covered - [Events](https://www.snideradvisors.com/events/) - Live Webinar Retirement Income by Design: The Snider Investment Method In this live webinar, our instructor, Shelley Seagler, breaks down important components of the Snider Investment Method. You learn the actual option trades used in our investment strategy. This is one hour packed with education. If you want to learn more about the Snider Method, our live webinar - [Single Stock Covered Calls](https://www.snideradvisors.com/single-stock-covered-calls/) - Concentrated Stock Covered Calls Single Stock Covered Calls You have significant wealth on paper, but it’s concentrated, volatile, and often hard to spend. Get started today generating income from your large stock position. Schedule a Call Covered Call Advisor Professional Covered Call Managers for High Net Worth Investors Snider Advisors has specialized knowledge and expertise - [Client Event](https://www.snideradvisors.com/client-event/) - Live Webinar Preparing for Succession with the Snider Method You may one day be responsible for managing a portfolio that follows the Snider Investment Method. This webinar is designed to give you a clear, practical understanding of how it works and what your options are, so you feel more prepared if and when that time - [Asset Management Agreement](https://www.snideradvisors.com/asset-management-agreement/) - [TradeStation](https://www.snideradvisors.com/tradestation/) - Snider Advisors Recommended Broker TradeStation An award-winning, self-clearing online brokerage for trading stocks, ETFs, and options. TradeStation's trading API makes investing using the Snider Investment Method seamless with SIM Hub & AutoPilot. Open an Account Learn More Ultimate Trading Experience Get Started with TradeStation Open Your Account We began recommending TradeStation in 2023. A fast, - [SIM Online Course](https://www.snideradvisors.com/sim-online-course/) - Snider Investment Method Online Course Turn Your Retirement Portfolio into a Monthly Paycheck. For over 20 years, Snider Advisors has taught thousands of investors how to use the same income-focused strategy we have used to professionally manage our client’s portfolios. Enroll Now Learn More Snider Investment Method Online Course Are you looking for a better - [Pricing](https://www.snideradvisors.com/pricing/) - Pricing Designed for You Pick A Service Level What level of support is best suited for your needs? You can do the Snider Investment Method nearly all on your own, have step-by-step guidance, or hire us for all the trading. There are no obligations and switching between service levels is easy. See which planis the - [AutoPilot Contract](https://www.snideradvisors.com/autopilot-contract/) - [Free Covered Call Screener](https://www.snideradvisors.com/free-covered-call-screener/) - Covered Call Search Free Covered Call Screener We recommend our partner firm, optionDash, for the best free covered call screener available to retail investors. optionDash sorts through all the market data to find the highest income earning combinations of owning stock and selling a covered call. We built this tool with the same powerful covered - [Owners Manual](https://www.snideradvisors.com/owners-manual/) - What is the Snider Method Unlock Your Financial Potential with the Snider Investment Method Download the Snider Investment Method Owner's Manual and Discover a Smarter Way to Invest Download the eBook Learn More Investing for Income Why You Need This Owner's Manual: Download the Guide Are you looking for a proven way to generate consistent - [Covered Calls 101](https://www.snideradvisors.com/covered-calls-101/) - Start Selling Options Covered Calls 101 Covered call options can be used to generate portfolio income and hedge stock risk. This online course demonstrates how you can use covered calls as part of your investment strategy. Start Covered Calls 101 Learn More Generate Income and Reduce Risk How to Use Covered Call Options for Portfolio - [Performance](https://www.snideradvisors.com/performance/) - Snider Investment Method Performance Income Focused Results with the Snider Investment Method We define wealth as the thing that is truly most important to retirees – the ability to support a given standard of living indefinitely into the future. Enroll Now Learn More Two Primary Investment Objectives Goals of the Snider Investment Method: Consistent Monthly - [Guiding Principles](https://www.snideradvisors.com/guiding-principles/) - Investment Philosophy Guiding Principles Snider Advisors and the Snider Investment Method have 6 Guiding Principles driving our business and how we help our clients manage their portfolios. Get started Learn More The #1 Job of Your Retirement Portfolio is to Produce a Paycheck Too many investors are fooled into thinking the most important number in - [Cash-Flow Investing](https://www.snideradvisors.com/cash-flow-investing/) - Income Investing Create Retirement Cash Flow From Investment Activities Snider Advisors believes the number one job of your investment portfolio is to create sufficient cash flow from investing to support a desired standard of living indefinitely into the future when you can’t or don’t want to work. Get started Learn More Income Investing Cash flow - [Trading Software](https://www.snideradvisors.com/trading-software/) - Complete Control SIM Hub The central point of implementing the Snider Investment Method. The SIM Hub connects our clients to their broker creating a unique synergy between our clients, their broker, and our investment guidance. Invest With Us Stock Selection Trading Performance Education Account Management Stress-Free Implementation Your one-stop platform for mastering the Snider Investment - [How It Works](https://www.snideradvisors.com/how-it-works/) - Covered Call Investing Made Simple The Snider Investment Method is more than a covered call strategy. It is a comprehensive, rules-based system used to boost income from a retirement portfolio. Invest With Us Learn More Overview Learn Execute Invest Learn, Execute, Invest Investing with Snider Advisors Getting Started with the Snider Investment Method. Step 1 - [Snider Method](https://www.snideradvisors.com/snider-investment-method/) - Goals Key Components Features Clients Goals of the Snider Investment Method: Consistent Monthly Cash Flow Our primary goal is to generate monthly income as close to 1% of our total investment as possible. We don’t select stocks because we think we know the future direction of their price, but rather to use them to generate - [About](https://www.snideradvisors.com/about/) - Snider Advisors About Us Snider Advisors is a boutique, SEC-registered investment advisor. As professional covered call advisors, we have a fiduciary responsibility to our clients and a verifiable track record since 2002. Learn More Working with Investors The Spirit of Snider Advisors At Snider Advisors we have an extraordinary focus on training and empowering both - [Covered Calls](https://www.snideradvisors.com/covered-calls/) - Covered calls are one of the most popular option strategies available. They can generate monthly cash flow while reducing your risk of investing in the stocks. - [Team](https://www.snideradvisors.com/team/) - Investment Professionals, Educators, Developers, Fiduciaries A Dedicated Team Devoted to the Snider Investment Method Our experienced team brings unwavering loyalty to every client, delivering exceptional work with integrity and commitment. Our Team About Us Co-Owner, CEO, Portfolio Manager Jesse Anderson, CFA Jesse is the Co-Owner, CEO, and Portfolio Manager at Snider Advisors. Born in Kane, - [Asset Management](https://www.snideradvisors.com/asset-management/) - Covered call asset management, professional covered call advisors implement the Snider Investment Method. Our team has decades of options trading experience. - [Contact Us](https://www.snideradvisors.com/contact/) - We Want to Hear from You! Contact Us by Phone, Email, Live Chat, and More... We pride ourselves on delivering first-class support.Call us during open hours to hear from an advisor directly, or send us a message below to receive an email response within one business day, if not sooner. Send Us a Message Join - [Blog](https://www.snideradvisors.com/blog/) - 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. Enter your email below to have our insight delivered directly to your - [CoPilot Contract](https://www.snideradvisors.com/copilot-contract/) - [Selling Covered Calls](https://www.snideradvisors.com/selling-covered-calls/) - Learn How to Sell Covered Calls Educated Investors Are Successful Investors We believe in empowering our clients through education, helping them invest confidently with our ongoing support. Get started Learn More Start with our Free Courses Learn Three Core Components of the Snider Method Begin with our course on selling covered calls, then explore our - [Option Income Investing 101](https://www.snideradvisors.com/option-income-investing-101/) - Option Strategies for Income Option Income Investing 101 Calls, Puts, and Beyond. Using covered calls for income is one of the most popular options strategies available. They can be an excellent way to generate monthly cash flow while reducing your risk of investing in the stock market. Take this course to learn the fundamental option - [Managing Investor Emotions](https://www.snideradvisors.com/managing-investor-emotions/) - Fear and Greed in Investing Managing Investor Emotions Learn the biggest enemy of individual investment performance and how to conquer it. Uncover the link between human emotions and investment performance. Start Managing Investor Emotions Learn More Fear and Greed in Investing Take Control of Your Emotions Like an Investment Professional Start the Course Few things - [Climbing to Profits](https://www.snideradvisors.com/climbing-to-profits/) - Covered Call Options Ladder Climbing to Profits Generate income from your portfolio even when stock prices decline. Cash management and laddering covered calls helps create a consistent income in bear markets. Start Climbing to Profits Learn More Covered Call Options Ladder Managing Risks of Market Declines with our Option Ladder Start the Course We believe - [Stock Selection 101](https://www.snideradvisors.com/stock-selection-101/) - Screen Stocks for Covered Calls Stock Selection 101 Covered calls are an effective strategy to generate portfolio income. Choosing the right stock for covered calls is a crucial aspect of your long-term investment success. Start Stock Selection 101 Learn More Generate Income and Reduce Risk An Investor’s Guide to Find the Right Stock for Covered - [Stock Selection 101](https://www.snideradvisors.com/courses/stock-selection-101/) - Screen Stocks for Covered Calls Stock Selection 101 Covered calls are an effective strategy to generate portfolio income. Choosing the right stock for covered calls is a crucial aspect of your long-term investment success. Generate Income and Reduce Risk An Investor’s Guide to Find the Right Stock for Covered Calls Watch the Course Selling covered - [Covered Calls 101](https://www.snideradvisors.com/courses/covered-calls-101/) - Start Selling Options Covered Calls 101 Covered call options can be used to generate portfolio income and hedge stock risk. This online course demonstrates how you can use covered calls as part of your investment strategy. Generate Income and Reduce Risk How to Use Covered Call Options for Portfolio Income Watch the Course For income-focused - [Managing Investor Emotions](https://www.snideradvisors.com/courses/managing-investor-emotions/) - Fear and Greed in Investing Managing Investor Emotions Learn the biggest enemy of individual investment performance and how to conquer it. Uncover the link between human emotions and investment performance. Fear and Greed in Investing Take Control of Your Emotions Like an Investment Professional Watch the Course Few things make us as emotional as the - [Option Investing 101](https://www.snideradvisors.com/courses/option-investing-101/) - Option Strategies for Income Option Investing 101 Calls, Puts, and Beyond. Using covered calls for income is one of the most popular options strategies available. They can be an excellent way to generate monthly cash flow while reducing your risk of investing in the stock market. Generate Income and Reduce Risk Option Investing 101 Watch - [Ultimate Retirement Checklist](https://www.snideradvisors.com/ultimate-retirement-checklist/) - Use our retirement checklist to consider all the aspects of your retirement plan. This retirement checklist includes 6 critical areas of your financial plan. - [Climbing to Profits](https://www.snideradvisors.com/courses/climbing-to-profits/) - Covered Call Options Ladder Climbing to Profits Generate income from your portfolio even when stock prices decline. Cash management and laddering covered calls helps create a consistent income in bear markets. Covered Call Options Ladder Managing Risks of Market Declines with our Option Ladder Watch the Course We believe the number one job of your - [Snider Investment Method Owner's Manual](https://www.snideradvisors.com/snider-investment-method-owners-manual/) - [Kim Snider](https://www.snideradvisors.com/kim-snider/) - Company Founder Kim Snider Founder of Snider Advisors and the Snider Investment Method Snider Advisors exists today because of our founder’s will to prevail over the industry that betrayed her trust. The year 1996 found Kim Snider in utter financial ruin. She was broke, actually, less than broke. It had taken a large and reputable - [Test Contract](https://www.snideradvisors.com/test-contract/) - [E-Signature-Document](https://www.snideradvisors.com/e-signature-document/) - [Snider Advisors' Office](https://www.snideradvisors.com/directions/) - 100 Decker Ct., Suite 120, Irving, TX 75062 Driving Directions Snider Advisors’ address is 100 Decker Ct, Suite 120 Irving, TX 75062. We are located in the 100 Decker building in Irving, just off Highway 114, halfway between DFW and Love Field. Coming from the north, exit Hwy 114 at O’Connor, take the first right - [Terms of Services](https://www.snideradvisors.com/terms-of-services/) - Overview This website is operated by Chronim Investments Inc. Throughout the site, the terms “we”, “us” and “our” refer to Chronim Investments Inc. Chronim Investments Inc offers this website, including all information, tools, and services available from this site to you, the user, conditioned upon your acceptance of all terms, conditions, policies, and notices stated - [Privacy Policy](https://www.snideradvisors.com/privacy-policy/) - Chronim Investments Inc. Privacy Policy This Privacy Policy describes how your personal information is collected, used, and shared when you visit or make a purchase from https://www.snideradvisors.com/ (the “Site”). Personal Information We Collect When you visit the Site, we automatically collect certain information about your device, including information about your web browser, IP address, time zone, and - [Suitability](https://www.snideradvisors.com/suitability/) - [suitability_form] - [Online Course Registration](https://www.snideradvisors.com/online-course-registration/) - [sim_online_course_checkout] - [Resources](https://www.snideradvisors.com/resources/) - Equip Yourself with the Best Tools for Digital Creation Your toolbox is as crucial to your success as your skills and ideas. The right set of digital tools can streamline your workflow and enhance your products. Rockbase: Build Faster and Better Websites in WordPress Rockbase is a new kind of block-based theme designed for content - [Newsletter](https://www.snideradvisors.com/newsletter/) - Unleash Your Digital Creation Potential Join my newsletter and receive weekly insights, strategies, and exclusive offers to elevate your digital creation journey. Join 24,000+ other creators. 200+ Reviews 4,000+ Course Students 120+ Five-Star Reviews $2M In Student Sales 1,200+ Community Members Previous Issues No results. - [Courses](https://www.snideradvisors.com/courses/) - Unlock Your Full Potential with My Courses Designed with actionable insights and hands-on lessons, each course aims to equip you with the tools and skills you need to excel in the digital space. Digital Creation 101: A Beginner’s Guide This course takes you through the basics of digital product creation, from idea generation to setting - [Ollie Home](https://www.snideradvisors.com/home/) - Covered Calls Reimagined Elevate Your Portfolio: Strategic Income through Options Designed for Forward Thinking Investors Seeking Enhanced Retirement Income Get Started Learn More The Snider Investment Method Where Technology Meets Expertise in Covered Calls Unlock the potential of your retirement funds with the Snider Investment Method. Tailored for both novice and seasoned investors, this innovative ## Content Upgrades - [5 FAQs Every Retiree Should Know](https://www.snideradvisors.com/blog/aops_content_upgrade/5-faqs-close-retirement/) - [7 Retirement Expenses You Might Not See Coming](https://www.snideradvisors.com/blog/aops_content_upgrade/7-retirement-expenses-might-not-see-coming/) - [Tips for Success Your First Year Option Trading](https://www.snideradvisors.com/blog/aops_content_upgrade/tips-success-first-year-option-trading/) - [Option Strategy Risk Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/option-strategy-risk-worksheet/) - [Option Strategy Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/option-strategy-worksheet/) - [Option Terms Every Investor Needs to Know](https://www.snideradvisors.com/blog/aops_content_upgrade/option-terms-every-investor-needs-know/) - [5 Tips for New Covered Call Writers](https://www.snideradvisors.com/blog/aops_content_upgrade/5-tips-new-covered-call-writers/) - [Covered Call Cost Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/covered-call-cost-worksheet/) - [Covered Call Position Management Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/covered-call-position-management-worksheet/) - [5 Ways You Can Safeguard Your Money in a Shifting Market](https://www.snideradvisors.com/blog/aops_content_upgrade/5-ways-can-safeguard-money-shifting-market/) - [5 Tips for Successful Do-It-Yourself Investing](https://www.snideradvisors.com/blog/aops_content_upgrade/5-tips-successful-investing/) - [7 Ways to Maximize Cash Flow Investing](https://www.snideradvisors.com/blog/aops_content_upgrade/7-ways-maximize-cash-flow-investing/) - [5 Things Investors Should Know About Covered Calls](https://www.snideradvisors.com/blog/aops_content_upgrade/5-things-investors-know-covered-calls/) - [5 Things Investors Should Know About Covered Calls](https://www.snideradvisors.com/blog/aops_content_upgrade/5-things-investors-know-covered-calls-2/) - [Option Income Strategies Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/option-income-strategies-worksheet/) - [Checklist of Option Strategies for Bear Markets](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-option-strategies-bear-markets/) - [Checklist of Our Top Options Brokers](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-our-top-options-brokers/) - [Checklist of the Most Popular ETFs for Options Traders](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-the-most-popular-etfs-for-options-traders/) - [Checklist of Ways to Hedge Against Rising Rates](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-ways-to-hedge-against-rising-rates/) - [Checklist of Key Economic Indicators to Watch](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-key-economic-indicators-to-watch/) - [Checklist of Tax Planning Best Practices](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-tax-planning-best-practices/) - [Checklist of Value Investing Tools](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-value-investing-tools/) - [2022 Tax Brackets and Retirement Contribution Limits](https://www.snideradvisors.com/blog/aops_content_upgrade/70923/) - [Checklist of Bull Market Indicators](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-bull-market-indicators/) - [Checklist of Inflation Hedges](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-inflation-hedges/) - [Checklist of Inflation Warning Signs](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-inflation-warning-signs/) - [Checklist of Ways to Generate Income](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-ways-to-generate-income/) - [Checklist of Popular Option Brokers](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-popular-option-brokers/) - [Checklist of High-Risk Option Strategies](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-high-risk-option-strategies/) - [Sample Covered Call Screen](https://www.snideradvisors.com/blog/aops_content_upgrade/sample-covered-call-screen/) - [Checklist of Popular Options Strategies](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-popular-options-strategies/) - [Checklist of Income ETFs](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-income-etfs/) - [Checklist of Key Dates for Dividend Investors](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-key-dates-for-dividend-investors/) - [Checklist of Options Trading Best Practices](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-options-trading-best-practices/) - [How to Protect Your Gains with Options](https://www.snideradvisors.com/blog/aops_content_upgrade/how-to-protect-your-gains-with-options/) - [Tax Implications of Dividends](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-ways-to-lower-taxes/) - [Checklist of Covered Call Screens](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-covered-call-screens/) - [Checklist of Margin Trading Strategies](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-margin-trading-strategies/) - [Checklist of Questions to Ask a Covered Call Advisor](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-questions-to-ask-a-covered-call-advisor/) - [Checklist of Income Strategies](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-income-strategies/) - [Checklist of Conservative Option Strategies](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-conservative-option-strategies/) - [Checklist of Market Factors Influenced by Politics](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-market-factors-influenced-by-politics/) - [Checklist of Common Options Pitfalls](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-common-options-pitfalls/) - [Checklist of Covered Call Screening Criteria](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-covered-call-screening-criteria/) - [Checklist of Popular Put Option Strategies](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-popular-put-option-strategies/) - [Checklist of Option Education Resources](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-option-education-resources/) - [Checklist of Popular Dividend Strategies](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-popular-dividend-strategies/) - [Checklist of ESG Income Investments](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-esg-income-investments/) - [Checklist of IRA Best Practices](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-ira-best-practices/) - [Checklist of Budgeting Strategies](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-budgeting-strategies/) - [Checklist of Smart Beta Strategies](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-smart-beta-strategies/) - [Checklist of Energy Income ETFs](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-energy-income-etfs/) - [Checklist of Popular REIT Investments](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-popular-reit-investments/) - [Roth IRA Rollover Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/roth-ira-rollover-worksheet/) - [Guide to Comparing the Risk of Stocks vs. Bonds](https://www.snideradvisors.com/blog/aops_content_upgrade/guide-to-comparing-the-risk-of-stocks-vs-bonds/) - [Social Security Break-Even Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/social-security-break-even-worksheet/) - [Checklist of Ways to Stay Active in Retirement](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-ways-to-stay-active-in-retirement/) - [2021 Tax Brackets and Retirement Contribution Limits](https://www.snideradvisors.com/blog/aops_content_upgrade/2021-tax-brackets-and-retirement-contribution-limits/) - [Checklist of Covered Call Screeners](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-covered-call-screeners/) - [Checklist of Unconventional Ways to Generate an Income](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-unconventional-ways-to-generate-an-income/) - [Checklist of Income Generating Option Strategies](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-income-generating-option-strategies/) - [Checklist of Income Investment Strategies](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-income-investment-strategies/) - [Checklist of Ways to Protect Your Portfolio](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-option-strategies-for-investors/) - [Checklist of Options Strategies for Investors](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-options-strategies-for-investors/) - [Checklist of High Yield Investment Strategies](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-high-yield-investment-strategies/) - [Dividend Stock Evaluation Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/dividend-stock-evaluation-worksheet/) - [Retirement Saving Strategy Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/retirement-saving-strategy-worksheet/) - [Everything You Need to Know to Right-Size Your Emergency Fund](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-ways-to-finance-your-emergency-fund/) - [Medical Sharing Plan Comparison](https://www.snideradvisors.com/blog/aops_content_upgrade/medical-sharing-plan-comparison/) - [Retirement Readiness Checklist](https://www.snideradvisors.com/blog/aops_content_upgrade/retirement-readiness-checklist-2/) - [Checklist of Ways to Boost Your Retirement Income](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-ways-to-boost-your-retirement-income/) - [Retirement Spending Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/retirement-spending-worksheet/) - [Tax Loss Harvesting Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/tax-loss-harvesting-worksheet-2/) - [Guide to Calculating How Much to Save for College](https://www.snideradvisors.com/blog/aops_content_upgrade/guide-to-calculating-how-much-to-save-for-college/) - [Checklist of Strategies to Hedge Against Risk](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-strategies-to-hedge-against-risk/) - [Checklist of Financial Talking Points](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-financial-talking-points/) - [Checklist of Rebalancing Strategies](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-rebalancing-strategies/) - [Checklist of Strategies to Cut Monthly Expenses](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-strategies-to-cut-monthly-expenses/) - [Due Diligence Checklist for Emerging Asset Classes](https://www.snideradvisors.com/blog/aops_content_upgrade/due-diligence-checklist-for-emerging-asset-classes/) - [Checklist of Criteria for Evaluating Discount Brokers](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-criteria-for-evaluating-discount-brokers/) - [Checklist of Retirement Savings Tips](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-retirement-savings-tips/) - [Checklist of Scholarship Resources](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-scholarship-resources/) - [Checklist of Questions to Ask Yourself Before Downsizing](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-questions-to-ask-yourself-before-downsizing/) - [Checklist of Social Resources for Retirees](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-social-resources-for-retirees/) - [Sample Asset Allocation Plans Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/sample-asset-allocation-plans-worksheet/) - [Checklist of Active Investment Strategies](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-active-investment-strategies/) - [Retirement Savings Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/retirement-savings-worksheet/) - [Checklist of Popular Asset Classes and Associated ETFs](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-of-popular-asset-classes-associated-etfs/) - [Sample Dividend Investment Screens](https://www.snideradvisors.com/blog/aops_content_upgrade/sample-dividend-investment-screens/) - [Profit/Loss Worksheet for Margin Trades](https://www.snideradvisors.com/blog/aops_content_upgrade/profit-loss-worksheet-margin-trades/) - [Checklist of Bond Funds for Retirement Investors](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-bond-funds-retirement-investors/) - [Checklist of Buy-Write ETFs](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-buy-write-etfs/) - [Checklist of Dividend Strategies for Investors](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-dividend-strategies-investors/) - [Checklist of Call Option Strategies](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-call-option-strategies/) - [Checklist of Popular Dividend Funds by Category](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-popular-dividend-funds-category/) - [The Ultimate Guide to Writing Covered Calls](https://www.snideradvisors.com/blog/aops_content_upgrade/step-step-covered-call-writing-checklist/) - [Due Diligence Checklist for Investing in Bond Funds](https://www.snideradvisors.com/blog/aops_content_upgrade/due-diligence-checklist-investing-bond-funds/) - [Example Screening Criteria for Covered Calls](https://www.snideradvisors.com/blog/aops_content_upgrade/example-screening-criteria-covered-calls/) - [Earnings Estimation Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/earnings-estimation-worksheet/) - [Covered Call Outcomes & Returns Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/covered-call-outcomes-returns-worksheet/) - [Covered Call Calculator](https://www.snideradvisors.com/blog/aops_content_upgrade/covered-call-calculator/) - [Covered Call Variables Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/covered-call-variables-worksheet/) - [Worksheet: How Much Do You Need to Retire?](https://www.snideradvisors.com/blog/aops_content_upgrade/worksheet-much-need-retire/) - [Checklist for Vetting a Financial Advisor](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-vetting-financial-advisor/) - [Risk Tolerance Worksheet for Options Traders](https://www.snideradvisors.com/blog/aops_content_upgrade/risk-tolerance-worksheet-options-traders/) - [Interest Rate Strategy Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/interest-rate-strategy-worksheet/) - [5 Tips for Reducing Debt While Still Investing](https://www.snideradvisors.com/blog/aops_content_upgrade/5-tips-reducing-debt-still-investing-2/) - [Social Security Application Checklist](https://www.snideradvisors.com/blog/aops_content_upgrade/social-security-application-checklist/) - [Medicare Post-Enrollment Checklist](https://www.snideradvisors.com/blog/aops_content_upgrade/medicare-post-enrollment-checklist/) - [RMD Calculation Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/rmd-calculation-worksheet/) - [Rule 72T Distribution Checklist](https://www.snideradvisors.com/blog/aops_content_upgrade/rule-72t-distribution-checklist/) - [Reverse Mortgage Questionnaire](https://www.snideradvisors.com/blog/aops_content_upgrade/reverse-mortgage-questionnaire/) - [Checklist for Evaluating a Retirement Community](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-evaluating-retirement-community/) - [Checklist of Financial Accounts to Track](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-financial-accounts-track/) - [IRA Distribution Planning Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/ira-distribution-planning-worksheet/) - [Create a Simple Budget Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/create-simple-budget-worksheet/) - [Tax Exposure Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/tax-exposure-worksheet/) - [What’s Your Ideal Asset Allocation?](https://www.snideradvisors.com/blog/aops_content_upgrade/whats-ideal-asset-allocation/) - [Calculate the Impact of Your Investment Fees](https://www.snideradvisors.com/blog/aops_content_upgrade/calculate-impact-investment-fees/) - [Step-by-Step Guide to Opening a Roth IRA for a Child](https://www.snideradvisors.com/blog/aops_content_upgrade/step-step-guide-opening-roth-ira-child/) - [Checklist for Selling Company Stock](https://www.snideradvisors.com/blog/aops_content_upgrade/checklist-selling-company-stock/) - [Share Donation Tax Benefit Calculator](https://www.snideradvisors.com/blog/aops_content_upgrade/share-donation-tax-benefit-calculator/) - [Covered Call Rollover Decision Matrix](https://www.snideradvisors.com/blog/aops_content_upgrade/covered-call-rollover-decision-matrix/) - [Roth Conversion Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/roth-conversion-worksheet/) - [Inherited IRA Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/inherited-ira-worksheet/) - [Retirement Health Plans Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/health-plans-worksheet/) - [Bond Fund Selection Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/bond-fund-selection-worksheet/) - [Covered Call Funds vs. Do-It-Yourself Decision Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/covered-call-funds-vs-diy-decision-worksheet/) - [Social Security Break-even Age Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/social-security-break-even-age-worksheet/) - [Simple Steps to Protect Yourself from Cybercrime](https://www.snideradvisors.com/blog/aops_content_upgrade/10571/) - [HSA Eligibility and Contribution Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/hsa-eligibility-contribution-worksheet/) - [Managing Your Own Investments Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/managing-investments-worksheet/) - [The Ultimate Retirement Planning Checklist](https://www.snideradvisors.com/blog/aops_content_upgrade/retirement-readiness-checklist/) - [Organize Your Investments to Maximize Tax Efficiency](https://www.snideradvisors.com/blog/aops_content_upgrade/organize-investments-maximize-tax-efficiency/) - [7 Risks for First Time Real Estate Investors](https://www.snideradvisors.com/blog/aops_content_upgrade/7-tips-first-time-real-estate-investors/) - [3 Reasons to Roll Your 401k](https://www.snideradvisors.com/blog/aops_content_upgrade/quiz-buy-annuity-take-lump-sum/) - [6 Times You Can Start Receiving Social Security Benefits](https://www.snideradvisors.com/blog/aops_content_upgrade/social-security-benefits-worksheet/) - [Quiz: Will You Need to Work After Retirement?](https://www.snideradvisors.com/blog/aops_content_upgrade/quiz-will-need-work-retirement/) - [5 Tips for Choosing Stocks in a Dow 20,000 Market](https://www.snideradvisors.com/blog/aops_content_upgrade/5-tips-choosing-stocks-dow-20000-market/) - [5 Tips for Reducing Debt While Still Investing](https://www.snideradvisors.com/blog/aops_content_upgrade/5-tips-reducing-debt-still-investing/) - [5 Investing Apps For Tracking the Market](https://www.snideradvisors.com/blog/aops_content_upgrade/5-investing-apps-tracking-market/) - [6 Health Care Plans to Supplement Medicare](https://www.snideradvisors.com/blog/aops_content_upgrade/6-health-care-plans-supplement-medicare/) - [7 Tax Deduction Tips for Retirees](https://www.snideradvisors.com/blog/aops_content_upgrade/7-tax-deduction-tips-retirees/) - [Retirement Income Gap Worksheet](https://www.snideradvisors.com/blog/aops_content_upgrade/retirement-income-gap-worksheet/) - [6 Questions to Ask Before Managing Your Own Portfolio](https://www.snideradvisors.com/blog/aops_content_upgrade/6-questions-ask-managing-portfolio/) ## Categories - [Uncategorized](https://www.snideradvisors.com/blog/category/uncategorized/) - [Income Investing](https://www.snideradvisors.com/blog/category/income-investing/) - [Investments](https://www.snideradvisors.com/blog/category/investments/) - [Personal Finance](https://www.snideradvisors.com/blog/category/personal-finance/) - [Retirement](https://www.snideradvisors.com/blog/category/retirement/) - [Behavioral finance](https://www.snideradvisors.com/blog/category/behavioral-finance/) - [Guiding Principles](https://www.snideradvisors.com/blog/category/guiding-principles/) - [Stock Market](https://www.snideradvisors.com/blog/category/stock-market/) - [Stock Investing](https://www.snideradvisors.com/blog/category/stock-investing/) - [Cash Secured Puts](https://www.snideradvisors.com/blog/category/cash-secured-puts/) - [Covered Calls](https://www.snideradvisors.com/blog/category/covered-calls/) - [Option Trading](https://www.snideradvisors.com/blog/category/option-trading/) - [Real Estate](https://www.snideradvisors.com/blog/category/real-estate/) - [Financial Advisors](https://www.snideradvisors.com/blog/category/financial-advisors/) - [Funding College](https://www.snideradvisors.com/blog/category/funding-college/) - [Social Security](https://www.snideradvisors.com/blog/category/social-security/) - [Taxes](https://www.snideradvisors.com/blog/category/taxes/) - [Bear Market](https://www.snideradvisors.com/blog/category/bear-market/) - [ETFs](https://www.snideradvisors.com/blog/category/etfs/) - [IRAs](https://www.snideradvisors.com/blog/category/iras/) - [Brokerage Firms](https://www.snideradvisors.com/blog/category/brokerage-firms/) - [Asset Allocation](https://www.snideradvisors.com/blog/category/asset-allocation/) - [Dividends](https://www.snideradvisors.com/blog/category/dividends/) - [Company History](https://www.snideradvisors.com/blog/category/company-history/) - [Bonds](https://www.snideradvisors.com/blog/category/bonds/) - [Cryptocurrency](https://www.snideradvisors.com/blog/category/cryptocurrency/) - [optionDash](https://www.snideradvisors.com/blog/category/optiondash/) - [Recession](https://www.snideradvisors.com/blog/category/recession/) - [Community](https://www.snideradvisors.com/blog/category/community/) - [PositionAlerts](https://www.snideradvisors.com/blog/category/positionalerts/) - [Protected Blog](https://www.snideradvisors.com/blog/category/protected-blog/) - [2023](https://www.snideradvisors.com/blog/category/2023/) - [Options](https://www.snideradvisors.com/blog/category/options/) - [Investing](https://www.snideradvisors.com/blog/category/investing/) - [Technology](https://www.snideradvisors.com/blog/category/technology/) - [Finances](https://www.snideradvisors.com/blog/category/finances/) - [Cash flow investing](https://www.snideradvisors.com/blog/category/cashflow/) - [Tariff Turmoil](https://www.snideradvisors.com/blog/category/tariff-turmoil/) - [Advisor Commentary](https://www.snideradvisors.com/blog/category/advisor-commentary/) - [2026 Reccaps](https://www.snideradvisors.com/blog/category/2026-reccaps/) - [Snider Investment Method](https://www.snideradvisors.com/blog/category/snider-investment-method/) ## Tags - [Income Investing](https://www.snideradvisors.com/blog/tag/income-investing/) - [Personal Finance](https://www.snideradvisors.com/blog/tag/personal-finance/) - [Retirement](https://www.snideradvisors.com/blog/tag/retirement/) - [Life Settlements](https://www.snideradvisors.com/blog/tag/life-settlements/) - [Viaticals](https://www.snideradvisors.com/blog/tag/viaticals/) - [Behavioral Finance](https://www.snideradvisors.com/blog/tag/behavioral-finance/) - [Guiding Principles](https://www.snideradvisors.com/blog/tag/guiding-principles/) - [Stock Market](https://www.snideradvisors.com/blog/tag/stock-market/) - 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