Advisor Impact

Having an impact on your client's financial future is what drives most investment professionals today.

In this section we discuss long-term strategic and short-term tactical portfolio managment ideas and share individual advisor case studies on how they use options to make a difference for their clients everyday.

In this section, you'll learn about:

Managing Life Events:

November 21, 2014:   Options as a Long-term Strategic and Short-term Tactical Tool 
Read more...

 

Managing Market Events:

November 21, 2014:   Playing Momentum Names in a Frothy Market 
Read more...

November 21, 2014:   Collecting Yield with Credit Spreads 
Read more...

 

Advisor Case Studies:

November 21, 2014:   Increasing Your Client's Retirement Income through Credit Spreads 
Read more...