option strategies Archives

Sheaff Brock, ducks with heads underwater signifying downside risks,

15 Sep

When Diversifying Has Too Many Downsides

Strategies for Concentrated Equity Positions Part One: Covered Calls Whether through love or happenstance, like many investors, you may have ended up with a very large investment position in one company or in several companies within the same industry. Perhaps you received stock from an employer as part of your retirement package. You might have inherited shares from a beloved family member. You might have intentionally built a big position in the shares of a company you admire. Whatever the reason [...]

By Sheaff Briefs Editor Perspectives, Possibilities
Chicago Board of Options Exchange, concentrated equity position, covered call overlays, covered calls, Derivatives Risk Manager, investment income, investment opportunities, investment strategies, Louie Humphries, option overlay strategy, option strategies, selling a covered call, Sheaff Brock, strike price, tax efficiency Read more...

purple duck in a sea of yellow ducks show customized financial planning solutions | Sheaff Brock

10 Jul

Are You Mr. A or Ms. B.? — Customized Financial Planning Solutions

There are six steps to the financial planning process, the CFP Board explains: Establishing and defining the client-planner relationship Gathering client data, including goals Analyzing and evaluating the client’s current financial status Developing and presenting recommendations and/or alternatives Implementing the recommendations Monitoring the recommendations For any client, financial planning is about a whole lot more than investment selection. But if you happen to be a “Mr. A” or a “Ms. B,” your advisor may need to seek out unique, customized [...]

By Sheaff Briefs Editor Perspectives, Possibilities
concentrated position, customized financial planning, financial plan, financial planning, increase tax efficiency, individual option strategies, Morningstar Conference, option strategies, outsourcing, reduce risk, retirement planning, selling closely held business, Sheaff Brock Senior Vice President of Investments Christy Jordan, Tom Halloran, U.S. News Read more...

Talking with investment advisor about option strategies | Sheaff Brock

31 May

Are You and Your Advisor Talking About Options Strategies?

The study results represented good news for the Options Industry Council. The OIC had commissioned global research and consulting firm Cerulli Associates to find out how much interest and involvement there is among financial advisors when it came to including options in client portfolios. The report, published a year and a half ago, highlighted three important developments: One third of financial advisors were already using options in 20% of their client portfolios. Advisors expected to increase the use of options [...]