A User’s Guide to Qualified and Ordinary Dividends
At some point in almost every investor’s life, they’ll be alerted to the fact that they’re collecting “qualified dividends.” That inevitably prompts the natural question: What are qualified dividends?
Webinar – Eurex – Uncharted Territory: Preparing for Movements into the USA Election and the UK’s Exit from the EU
Webinar – Cboe – Introducing Mini VIX Futures – Product Characteristics and Strategies for Capital Protection and Income Generation
Webinar – Mill Street Research – Stock Selection Using Earnings Estimate Revisions, Price Trends, And Valuation
Six Lessons New Robinhood Traders Could Learn From Peter Lynch
In this podcast episode, we discuss some investing lessons that these new traders could learn from legendary investor Peter Lynch.
How Diversification Works
Webinar – Eurex – Into Emerging Markets: Identifying Leading vs Lagging Countries
Webinar – MarketDesk Research – Sector Investing: Focusing on the Key Drivers of Risk & Return
Webinar – Leverage Shares – Introduction to Short and Leveraged Single Stock ETPs
What to Do If You Don’t Have a 401(k)
Evaluating the best options for tax-efficient–and automatic–savings outside of a company retirement plan.
Webinar – OIC – Greeks Part II – Delta and Gamma
Webinar – CME Group (Asia) Micro E-mini Options: The Next Chapter
Webinar – Sheridan Mentoring – Butterflies for Weekly Income
The Different Shades of Active Management
Active management deserves all the criticism it gets. After all, over 80% of equity managers underperform their benchmarks over the long-term and active managers charge vastly higher fees compared to passive indices.
Webinar – EQDerivatives – Spread Trading Volatility Expectations With VIX and VSTOXX Derivatives
Webinar – WisdomTree – Gold and Silver: the Dynamic Duo and the Uncertain Recovery
The Death of the 60/40 Portfolio
Should investors start to move away from bonds in their current allocations? Will the standard hedging function and diversification benefits of bonds will be much less attractive going forward?
Navigating Family Dynamics: Multigenerational Wealth
This podcast discusses the challenges of multigenerational wealth. Helping a family manage and maintain their wealth over multiple generations can be a complicated and potentially unhappy affair.
Why Is The Structure Of The Stock Market So Complicated?
The unfortunate reality of the U.S. stock market is it is extremely complicated. There are exchanges. Broker-dealers. Dark pools. High-frequency traders. Alternative trading systems.
Selling Your Securities by Writing Covered Call Options
Income Generator: Security Income with Fixed Income
This podcast features a discussion about income. What it is, where to find it in today’s low-yield world, and how different fixed-income strategies can be used by investors.
The Pros and Cons of Direct Indexing
Dollar-Cost Averaging: A Formula for Consistent Investing
Many younger investors may be financially unable – or emotionally unready – to invest large sums of money in the market all at once. Retirement Director Ben Rizzuto explains how dollar-cost averaging can provide a useful approach.
Webinar – Fundamental Analytics LLC – Distillates Oversupply: Refiners Dilemma and an Economic Indicator
Mental Accounting: Engaging Clients with Bucket Planning
In this episode: Six actionable steps to help clients develop a personal bucket plan, and more!