Tag - option overlay strategy

Option Overlay Strategies as Timely and Timeless | Sheaff Brock

Timely vs. Timeless—Option Overlays Strive to Be Both

With this month’s over-arching message being the power of TIME—the goal being to discuss investment tactics which are timely, yet which belong in portfolios based on timeless wisdom—the option overlay strategy becomes a particularly relevant topic. There’s nothing new about option overlays. In fact, as Institutional Investor explains, the majority of U.S. pension plans have adopted overlay techniques as part of their investment tactics. And, while in investment vocabulary, the term “overlay” can have different meanings, Sheaff Brock Managing Director Dave Gilreath [...]

Sheaff Brock financial planning advice for distribution phase of retirement

Sheaff Brock Addresses Angela’s Angst

Angela isn’t a real person, merely a “fictional amalgam” created by wealth manager Jerry Miccolis, CFP®, CFA, writing in the Journal of Financial Planning. But Angela’s concerns about her financial future, Miccolis claims, are very real indeed, typical of the angst many clients feel as they enter the “distribution” phase of their financial lives. “Readers of my prior contributions to the Journal will probably know how I would respond if Angela came to me,” Miccolis writes. “What advice would YOU [...]