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