Check the background of this investment professional on FINRA’s BrokerCheck

Tag Archives | Managing

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, […]

Continue Reading
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? […]

Continue Reading
Roulette Wheel

Managing Your Downside Risk is a Must!

As an investor, you probably hear a lot about risk. Phrases like “risk tolerance” and “risk profile” are part of the usual investment discourse, but when it comes right down to it, you may not be aware of how powerful it is to actively pay attention to the risk parameters of your portfolio. Of course, […]

Continue Reading