10 Tips You Need to Know About Your IRA Rollover<\/a>.\u201d This short book is packed with critical information that will help you make the right decisions about your retirement savings.<\/p>\n","protected":false},"excerpt":{"rendered":"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\u2019ve had a number of conversations about it with investors looking to generate income from their portfolios or possibly unwind large positions. It\u2019s time to revisit […]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false}}},"categories":[59],"tags":[207,1143,1182,456,1122],"jetpack_publicize_connections":[],"aioseo_notices":[],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/p2p1nA-GC","jetpack_sharing_enabled":true,"jetpack-related-posts":[{"id":649,"url":"https:\/\/blog.bradpine.com\/2011\/02\/28\/covered-call-options-simply-understood\/","url_meta":{"origin":2642,"position":0},"title":"Covered Call Options: Simply Understood","author":"Bradford Pine","date":"February 28, 2011","format":false,"excerpt":"Have you accumulated a significant position in a single company\u2019s 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\u2026","rel":"","context":"In "Covered Call Options"","block_context":{"text":"Covered Call Options","link":"https:\/\/blog.bradpine.com\/category\/covered-call-options\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/blog.bradpine.com\/wp-content\/uploads\/2011\/02\/options1-300x267.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":2691,"url":"https:\/\/blog.bradpine.com\/2019\/03\/27\/the-true-evolution-of-investing-personalized-customized-tax-efficient\/","url_meta":{"origin":2642,"position":1},"title":"The True Evolution of Investing: Personalized Customized & Tax efficient","author":"Bradford Pine","date":"March 27, 2019","format":false,"excerpt":"One of the major benefits of being an independent advisor is the ability to evolve and enhance my clients\u2019 investment strategy choices. At the Bradford Pine Wealth Group (BPWG), we\u2019re always on the lookout for more effective ways to offer my clients personalized, risk managed, and tax sensitive portfolios. As\u2026","rel":"","context":"In "Individual Investors"","block_context":{"text":"Individual Investors","link":"https:\/\/blog.bradpine.com\/category\/individual-investors\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/blog.bradpine.com\/wp-content\/uploads\/2017\/05\/bradford-pine-wealth-group-garden-city-new-york-wealth-advisor-covered-call-strategy-covered1.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":2552,"url":"https:\/\/blog.bradpine.com\/2016\/03\/01\/is-the-stock-market-making-you-dizzy-maybe-its-time-to-call-your-financial-advisor\/","url_meta":{"origin":2642,"position":2},"title":"Is the Stock Market Making You Dizzy? Maybe it\u2019s Time to Call Your Financial Advisor","author":"Bradford Pine","date":"March 1, 2016","format":false,"excerpt":"What a difference a few weeks makes: the DOW Jones Industrial Average and the S&P 500 both fell about 10% from the beginning of the year to mid-February. Then, the DOW rallied 1,013 points or 6.53% from the low on February 11. This all happened in the space of 11\u2026","rel":"","context":"In "Economic Notes"","block_context":{"text":"Economic Notes","link":"https:\/\/blog.bradpine.com\/category\/economic-notes\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/blog.bradpine.com\/wp-content\/uploads\/2016\/03\/stretched-Bradford-Pine-Wealth-Group-Garden-City-New-York-Wealth-time-to-call-your-financial-advisor-Ad.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/blog.bradpine.com\/wp-content\/uploads\/2016\/03\/stretched-Bradford-Pine-Wealth-Group-Garden-City-New-York-Wealth-time-to-call-your-financial-advisor-Ad.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/blog.bradpine.com\/wp-content\/uploads\/2016\/03\/stretched-Bradford-Pine-Wealth-Group-Garden-City-New-York-Wealth-time-to-call-your-financial-advisor-Ad.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/blog.bradpine.com\/wp-content\/uploads\/2016\/03\/stretched-Bradford-Pine-Wealth-Group-Garden-City-New-York-Wealth-time-to-call-your-financial-advisor-Ad.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/blog.bradpine.com\/wp-content\/uploads\/2016\/03\/stretched-Bradford-Pine-Wealth-Group-Garden-City-New-York-Wealth-time-to-call-your-financial-advisor-Ad.jpg?resize=1050%2C600&ssl=1 3x"},"classes":[]},{"id":2582,"url":"https:\/\/blog.bradpine.com\/2016\/07\/29\/building-additional-income-in-your-portfolio-how-to-invest-in-preferred-stocks\/","url_meta":{"origin":2642,"position":3},"title":"Building Additional Income in Your Portfolio: How to Invest in Preferred Stocks","author":"Bradford Pine","date":"July 29, 2016","format":false,"excerpt":"With interest rates so low for so long, I\u2019ve fielded a number of calls from clients looking for ideas for additional income\/dividends. The question is always the same: where to find it? Depending on the client, preferred stock can be a great asset class to complement the right portfolio, but\u2026","rel":"","context":"In "Retirement Planning"","block_context":{"text":"Retirement Planning","link":"https:\/\/blog.bradpine.com\/category\/retirement-planning\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/blog.bradpine.com\/wp-content\/uploads\/2016\/07\/Bradford-Pine-Wealth-Group-Garden-City-New-York-Wealth-Advisor-Preferred-Stock-300x200.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":2596,"url":"https:\/\/blog.bradpine.com\/2016\/11\/09\/what-does-this-election-mean-for-your-portfolio\/","url_meta":{"origin":2642,"position":4},"title":"What Does This Election Mean for Your Portfolio?","author":"Bradford Pine","date":"November 9, 2016","format":false,"excerpt":"The roller-coaster of this year\u2019s election ended last night with what most pollsters considered a surprise victory by Donald Trump. The Republican party is also in control of the House and Senate. While stock futures were rocked overnight, as of this writing (12:30 pm EST on November 9, 2016) the\u2026","rel":"","context":"In "Market Volatility & Uncertainty"","block_context":{"text":"Market Volatility & Uncertainty","link":"https:\/\/blog.bradpine.com\/category\/market-volatility-uncertainty\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/blog.bradpine.com\/wp-content\/uploads\/2016\/11\/Bradford-Pine-Wealth-Group-Garden-City-New-York-Wealth-Advisor-Donald-Trump-POTUS-election-Uncertainty-Investments-300x211.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":2517,"url":"https:\/\/blog.bradpine.com\/2015\/09\/09\/its-a-volatile-market-do-you-know-where-your-financial-advisor-is\/","url_meta":{"origin":2642,"position":5},"title":"It’s a Volatile Market ~ Do You Know Where Your Financial Advisor is?","author":"Bradford Pine","date":"September 9, 2015","format":false,"excerpt":"If you\u2019re reading this, you probably know that the market has been volatile lately, to say the least. Recently the DOW was down about 14 percent off the high and the index had its worst month in over five years. ~ Do you know where your financial advisor is? When\u2026","rel":"","context":"In "Economic Notes"","block_context":{"text":"Economic Notes","link":"https:\/\/blog.bradpine.com\/category\/economic-notes\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/blog.bradpine.com\/wp-content\/uploads\/2015\/09\/businessman-head-in-sand-300x201.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/posts\/2642"}],"collection":[{"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/comments?post=2642"}],"version-history":[{"count":0,"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/posts\/2642\/revisions"}],"wp:attachment":[{"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/media?parent=2642"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/categories?post=2642"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.bradpine.com\/wp-json\/wp\/v2\/tags?post=2642"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}