Investment Management and portfolio management, risk reduction, and disciplined investing designed to help you grow and protect your wealth.
Blockchain is like a public digital notebook no one can secretly change, Bitcoin is the first major digital money on it, and crypto is the larger universe of coins and tokens using similar secure technology. This junior-high-friendly guide explains the basics in clear, simple language.
Covered Call Option Strategy is an options trading approach commonly used by investors who own stock and want to generate additional income from their holdings.
XOM Covered Call Strategy allows us to generate consistent income through option premiums while still holding XOM for its consistent dividend payouts, providing a reliable stream of passive income.
Selling stocks when markets drop can make temporary losses permanent. Staying the course may be healthier for your portfolio. Don’t let fear lead you down the road to disaster in your investments.
An ETF is a basket of assets: a portfolio of stocks, bonds, options, and other tradable assets that are put together by a professional money manager for investors to buy and sell quickly.
Options Trading Strategies for Managing Risk One of the tools in my investment management toolbox is Options, specifically Covered Call Options and Naked Put Options. I’m reaching out to a number of my clients to recommend that we set up Options. These two Options Strategies work best in volatile markets like what we’ve had in…
Structured notes are debt obligations that use derivatives and option components to adjust the security’s risk-return profile, structured notes are not for all investors!
Leveraged and inverse ETFs typically are designed to achieve their stated performance objectives on a daily basis and they involve more risk for investors.
1031 exchange transactions are full of rules, boundaries, and limitations. 1031 Exchange definitions can be somewhat complicated.
