Comparing the UBS product to the homemade version provides a helpful benchmark
Writing options on stocks that are outperforming the putrid market could give your clients a double win
Advisors who want to market this options strategy should focus on the “longer-term, higher tax-advantaged return” argument
The limited-risk concept is an advantage of trading options, but it only works if you’re willing to exit prior to expiration
Although Canadian financials have weathered the storm better than their U.S. counterparts, options premiums are at record highs
Studies have shown that at least 85% of overall portfolio returns can be pegged to the asset-mix decision
Market turmoil leads to a solid investment
Despite professing a tolerance for risk during good times, the market downturn reveals that clients need a balanced portfolio
There are signs that stability is returning, but investors need to be aware of risks
It affects a portfolio’s return proportionally — and its risk disproportionally — to its weighting