What are the Tax Implications of Options Trading?
Options are a poorly understood asset class to most investors, but have many uses for astute planners. No, we aren’t talking about the type of options your company might grant you, but publicly traded options. For example, adding an options enhancement component to your overall investment strategy may be a great way to enhance how […]
Read ArticlePart 2: Volatile Markets – How the Financial Media Helped Build Demand for Dangerous Products Based on the VIX
To understand what happened in the markets the week of February 5, you need an understanding of the psychological forces behind what happened. The VIX isn’t just an index that reflects what’s going on with options. It’s a psychological measure, and that’s where the media comes in. You cannot directly trade the VIX. Yet, the […]
Read ArticlePart 1: Volatile Markets – What is “the VIX”?
I’ve gotten a lot of questions about what happened with the markets the week of February 5. Many of the questions are on volatility and “the VIX.” Explaining an event caused by many complicated tools can prove very difficult, especially when most investors have no background. In this series, I’m going to escort you step […]
Read ArticleIs It Smart to Invest in Cryptocurrency?
In 2009 with the emergence of Bitcoin, the legitimacy of cryptocurrency was scrutinized and hosted polarizing opinions on whether investing in this highly-complicated digital asset was really…well, an asset to begin with. At its birth, Bitcoin attracted more hobbyists than traditional investors and had a slow and varied upbringing in the market. Fast forward to […]
Read ArticleWhat are Options & How Risky Are They?
Think of Options Like Insurance Options are essentially tradeable insurance contracts on stocks, indexes and some other investments. It helps to understand the concept of options if you keep in mind that options are insurance, but the terms are different. Options provide more investment options — no pun intended. The price of an option is […]
Read ArticleStock Market Plunge: What’s Going On?
By now, you have probably seen the news that the stock market is taking a dip. There is a lot of information coming at us fast as we watch to see what happens next. We are here to answer a few of your questions. Why is this happening? As she finished her term as the […]
Read ArticleHow Do You Spot Untrustworthy Financial News?
This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. Be leery of simple answers to complex questions. Services that make it all sound too easy and simple are the ones […]
Read Article“Fake News” & “Infotainment” in Finance Media
This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. The investment advisory world struggles with the same issues as the mainstream media. Everybody wants to be assumed to be credible, […]
Read ArticleOutrageous Financial News: How Can They Get Away With That?
This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. Simple — they aren’t professionals. Here are some excerpts from the disclosure statement for one such service, emphasis mine. “The Company […]
Read ArticleJoshua Wilson to be a Featured Speaker at Private Wealth Management Summit 2018
WorthPointe’s Chief Investment Office, Joshua Wilson, CMT®, AIF®, will speak at the Private Wealth Management Summit on March 15-16, 2018. The summit will take place at the Venetian in Las Vegas, NV. Joshua will be speaking during a session called, Putting Volatility to Work for You: Alternative Ways of Producing Income While Lowering Risk. The […]
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