
The Options Insider Radio Network AO 104: The Holy Grail for Financial Advisors
Jun 30, 2021
01:08:11
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 THE ROBINHOOD STILL HAS 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
