Insights

Option income investing can help high-net-worth investors and families mitigate the pain of price declines and price volatility. Proactive risk management plays a crucial role in this process.

How will I be taxed on investment in hedge funds?” This article discusses the implications of hedge fund taxation for many investors and potential tax reduction strategies.

Affluent investors may own options within their mutual funds, index funds, separately managed accounts, and retirement accounts. Option terminology can be obtuse.

Affluent individuals and families may have substantial net worth but often feel cash poor. Much of their net worth is in illiquid assets. However, they frequently want, but do not have, ready income for opportunistic investing, supporting charitable causes, and paying current taxes.

Aligning your investment income with purpose can bring a sense of fulfillment and satisfaction. You can move beyond building personal wealth to empowering your purpose.