Option income investing can help control investment risk for affluent investors and families. Investment risk describes the potential that your portfolio will decline in price or be more volatile than you expect or can withstand. As a high-net-worth investor, you may...
One of the most frequent questions we get from clients is, “How will I be taxed?” Hedge funds (and mutual funds) that invest in options may generate 90% or more of their income from selling options on equities held in their portfolio. Fund managers collect the option...
As an affluent investor, your portfolio may include mutual funds, index funds, separately managed accounts, and retirement accounts, some of which may hold options in their allocations. In other words, you own options, too. Many high-net-worth individuals and families...
Why do affluent investors (often growth-oriented entrepreneurs) also need ready income from low-volatility income-producing investments? Many of our affluent investors have much of their net worth in illiquid assets like private stock, real estate, or their...
High-net-worth individuals and families who don’t need a monthly income to cover immediate living expenses may want to use income dividends to empower their values. Many of our clients find joy in using their distribution income to achieve financial and personal...
