Several years ago (time flies!), I wrote an in-depth article about selling covered calls for a group of clients who wanted to know more about the strategy. Since then, I’ve had a number of conversations about it with investors looking to generate income from their portfolios or possibly unwind large positions. It’s time to revisit […]
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? […]
Brad holds the following registrations:
4, 7, 24, 63, 65, Life & Health (LA-513612 NY)