With the tremendous growth in the number of high-net-worth investors in the United States
over the past couple decades, various investment tools have been utilized to help these
investors meet their financial goals -- goals that often include preservation and growth of
capital, and deferral and minimization of taxes. This website shows some of the many ways in
which a very flexible investment tool -- listed options -- can help high-net-worth investors
pursue their financial goals.
Resources
* The above publications have discussions of tax issues. Please be aware of the fact that tax laws and regulations, regulations can change and are subject to varying interpretations. Investors should consult with tax advisors for up-to-date tax advice applying to their particular investments.
Options involve risk and are not suitable for all
investors. Prior to buying or selling an option, a person must receive a copy
of Characteristics and Risks of Standardized
Options (ODD). Copies of the ODD are available from your broker, by
calling 1-888-OPTIONS, or from The Options Clearing Corporation, One North
Wacker Drive, Suite 500, Chicago, Illinois 60606. The information on this
website is provided solely for general education and information purposes and
therefore should not be considered complete, precise, or current. Many of the
matters discussed are subject to detailed rules, regulations, and statutory
provisions which should be referred to for additional detail and are subject to
changes that may not be reflected in the website information. No statement
within the website should be construed as a recommendation to buy or sell a
security or to provide investment advice. The inclusion of non-CBOE
advertisements on the website should not be construed as an endorsement or an
indication of the value of any product, service, or website. The
Terms and Conditions govern use of this website and use of this website
will be deemed acceptance of those Terms and Conditions.
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