HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP
CO-HOST: MATT AMBERSON, OPTION RESEARCH & TECHNOLOGY SERVICES
GUEST: MIKE TOSAW, ST. CHARLES WEALTH MANAGEMENT
THE BUZZ
- THOUGHTS ON CURRENT MARKET ENVIRONMENT
- DOES ROBINHOOD STILL HAVE AN EFFECT ON THE OPTIONS MARKET
- EARNINGS SEASON VOLATILITY UPDATE
OPTIONS 101: THE COLLAR REVISITED
- BREAKING DOWN THE HOLY GRAIL POSITION FOR FINANCIAL ADVISORS
- WHAT IS IT
- EXAMPLES
- WHY IS IT SO USEFUL FOR ADVISORS
- OPTIMAL STRUCTURE FOR A COLLAR
- HOW DO YOU CHANGE THE STRUCTURE FOR CLIENTS WHO DON’T WANT TO PAY TAXES
- OIC COLLAR STUDY ACROSS SEGMENTS
OFFICE HOURS SEGMENT
- ANSWERING YOUR QUESTIONS ABOUT OVERLAYING STRATEGIES AND IMPLEMENTING HIGH-WORTH STRATEGIES FOR SMALLER RETAIL ACCOUNTS