Archive | February, 2011

options

Covered Call Options: Simply Understood

Have you accumulated a significant position in a single company’s stock, either through your employer or a major investment? Have you been considering ways to diversify your holdings away from one of your big winners? Are you seeking to retire soon and looking to reallocate large equity positions in your retirement or other brokerage accounts? […]

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Transfer on Death Designation

Building an Estate Planning Toolkit: The Transfer on Death Designation – TOD

In addition to wills and trusts, there are many tools available to you in developing an estate plan. While different tools are appropriate for different asset classes, family structures, and goals, it is important to know about the possibilities.  In this article, I’ll focus on the Transfer on Death, or TOD, designation, which can help […]

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