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 […]
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Tag Archives | bradford pine wealth group
An Overlooked Estate Planning Tool if You Don’t Have a Trust: The Life Estate
In my experience, most people remember to do basic estate planning tasks like adding beneficiaries or a Transfer on Death designation to important financial assets. But what about your home? Just designating a beneficiary in your will or assuming the home will pass to your children could create problems for your heirs. After all, probate […]
NY Daily News Video: Interview with Bradford Pine
. Yesterday, 8/8/11, the NY Daily News asked if I would be willing to discuss these uncertain times in the market. I was asked to share my opinions and outlook regarding: . S&P Downgrade of US Debt Europe’s Economic Conditions What Investment Actions am I taking with My Clients? Is Gold a Worthy Investment? US […]