AO 104: The Holy Grail for Financial Advisors

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