Final Training! Maximizing Your Portfolio Paycheck

The third and final part of our Income Investor’s Training series is now available. Today we cover the principles that shape our investment strategy. You must figure out how you take the portfolio you worked a lifetime to accumulate and turn it into a meaningful source of income that you can rely on for the rest of your life. We …

Best Option Trading Strategy for a Portfolio Paycheck

There’s an option trading strategy that’s practically a hidden reservoir of monthly income generation lying in your own investment portfolio’s proverbial ‘backyard.’ Becoming aware of this strategy and learning how to use it empowers you to start generating real income from your portfolio, quickly. While you may not have known about this great opportunity to put your portfolio to work, increasing …

When You Are Not Comfortable Trading Options

It would be great if we were all able to manage our own portfolio.  Unfortunately, for various reasons, it just isn’t that simple.   You may not have the time, are uncomfortable trading on your own, or concerned over using more advanced investment techniques like options. The horror stories about using options are popular.  I call these people traders, not investors.  …

What Should I do with my Cash Balance?

by Tom Doan A common question I receive is “what should I do with my cash balance?”  Traditional investment strategies will likely invest the entire cash balance into mutual funds and various other investment instruments.  But with the Snider Method, your portfolio may be 40-60% in cash and many clients feel like it is just sitting on the sidelines doing …

The Numbers Don’t Lie

Once again, DALBAR has released its annual Quantitative Analysis of Investor Behavior. The purpose of this study is to compare the performance of average investors to that of relevant benchmarks. In the image below, you will see that in the 20 year period ending in 2012, the return of the S&P 500 was 8.21%. You’ll also note that the return of the average investor was only 4.25%

Snider Method Intro Course

by Shelley Seagler If you’ve ever wanted a sneak peek of our Snider Method course, now’s your chance. We created our free Snider Investment Method Introductory Course to give you an inside look at what we teach in our Snider Method workshops.   While our Snider 101 information session is purposefully broad in scope, the intro course zooms in on the …

5 Lesser-Known Snider Method Facts

I’m going to go out on a limb here and assume that if you’ve followed Snider Advisors for any length of time, you’ve probably figured out that the primary objective of the Snider Investment Method is cash flow. You’ve probably also gathered that we believe behavior modification is a key component of successful investing. But I bet there are a few things you may not know about the Snider Method that you should.

Snider 101: What You’re Missing

Our free Snider 101 information sessions are designed to give you a high level overview of Snider Advisors and the Snider Investment Method. The next one is scheduled for next Thursday, April 18th. Click here to register.

Capital Appreciation or Cash Flow

Traditionally, investors have relied on investments based on the objective of capital appreciation. When you’re investing for capital appreciation, you buy an asset in hopes it will go up in price so you can sell it for more than what you paid for it sometime in the future. The profit you make is called capital appreciation.

So Many Options

As you’re probably very well aware, the Snider Investment Method is at the center of Snider Advisors’ business. It is the primary tool we use in our asset management services and the cornerstone of all of our financial education courses. Of course, people often ask. “What is the Snider Method?” When we say, something like, “the Snider Method is a long-term investment strategy that focuses on producing portfolio income through a specific system of using stocks, options, and cash management techniques, we can tell they’re right along with us until we mention the “O” word…options.