Tag Archives | retirement assets

Risk

Using Alternative Investments to Minimize Left Tail Risk / Black Swan Event

In June of this year I had the pleasure of attending an investment conference, where such illustrious speakers as former President George W. Bush, former British Prime Minister Gordon Brown, and Bill Bellichick, Head Coach of the New England Patriots, shared their worldviews. Financial professionals from across the industry also shared their views and ideas, […]

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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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Health Insurance Reform

Summarization of the Health Insurance Reforms Scheduled to Take Effect in 2011

Summarization of the Health Insurance Reforms Scheduled to Take Effect in 2011 The Patient Protection and Affordable Care Act (PPACA), signed into law in 2010, makes significant changes to our health care delivery system. Some of these reforms took effect in 2010 while many others take place in 2011. The following is a brief description […]

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