Using options requires the proper mindset. When recommending an option strategy to a client, it is important that they have realistic expectations. Equipping a client with realistic expectations has three parts, stating the initial intent, having...

It is never too soon to think about year-end tax issues. Imagine that you have the opportunity to take a loss on a stock you own, but, since you like the prospects of that stock over the long term, you could still control the stock. Have you ever...