Quick Links

Option Strategies

Everyone has options. If you order a pizza at a restaurant, you have a choice (option) of toppings. If you buy a new car, there are always optional extras. Anyone who receives an option has the right, but not the obligation to exercise it.

A financial stock option contract gives an investor the right to buy or sell a stock at a specified price within a specified time period.

The Truth About Options

Fact 1: Options are excellent tools for risk mitigation and/or hedging against large losses.

Fact 2: Options can be used to enhance yield and/or to generate income. A yield enhancement strategy does not need to be high-risk.

Fact 3: Options can be used for tax planning purposes.

Fact 4: Option contracts should only be traded by licensed option traders.

Myths 1: Options are used for speculative purposes only.

Myth 2: Only the very wealthy should engage in option strategies.

Myth 3: Exchange traded option contracts are too complex for the average investor.

The So-Called Knock On Options

Unfortunately, many financial advisors and wealth managers are not licensed to trade options nor to provide clients with information in this area.  Many dismiss options as speculative financial instruments out of blissful ignorance.

Financial Planning
The investment environment is ever changing and doing a financial plan is an important first step. Everyone wants to know the same things when it comes to financial and tax planning for retirement:+more
Tax Planning
To meet the investment challenges associated with a volatile global economy requires a robust portfolio optimization and asset allocation model. We help take these complex concepts and make them accessible to individual investors while factoring taxable and tax deferred investments into the mix. +more
Retirement Planning
The majority of retirees today aren't just living longer — they're also living younger. Still vital and energetic once they hit 65, retirees can now expect to live another 20 to 30 years. While these extra years offer much to be desired, they also present financial risk — the risk that you could outlive your savings. In fact, concerns about having enough money in retirement are common among 40 to 55 year olds.+more