Financial Education & Training to Improve Your Retirement
Follow the blog for our latest thoughts on the stock market, investing, and financial planning issues impacting our clients. You’ll find a ton of great articles on option trading, covered calls, income investing, and more.
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Why You Need a Covered Call Advisor
Learn how covered calls fit into a retirement portfolio and how advisors can help you leverage them without taking on unnecessary risk.
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Why & How to Automate Your Covered Call Trading Strategy
Learn why you should automate your covered call strategies and a step-by-step process you can use to do it.
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Moving to TradeStation from Ally Invest
We are excited to announce that we are now working with TradeStation. Going forward, it will be the primary supported brokerage firm for Lattco Pro and AutoPilot. Why TradeStation? Earlier…
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Guides to Opening Your TradeStation Account
To help your transition from Ally Invest to TradeStation be as seamless as possible, we have created two resources to walk you through the process of establishing your account. How…
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New Recommended Broker: TradeStation
We recently announced that going forward, TradeStation will be our recommended brokerage firm. They will also be the primary supported brokerage firm for Lattco Pro and AutoPilot. We began conversations…
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How to Read an Options Chain
Learn how to read an options chain and come away with the information you need to make more informed decisions.
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3 Covered Call Examples & the Outcomes
Learn how covered calls work by looking at three scenarios illustrating the best to worst cases – and tips for managing positions to mitigate risk.
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Using Covered Calls to Generate Retirement Income
Many retirees draw down their portfolios to finance their retirement, but generating income can help stretch your savings much longer. While dividend stocks and bonds are popular income investments, covered…
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How to Choose the Right Covered Call Expirations
Covered calls are a popular strategy for generating income from a portfolio of stocks. While the strategy may seem straightforward, investors must decide between various strike prices and expiration dates…
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How & Why to Sell Options During a Recession
Recessions often lead to a drop in stock prices, as slowing revenue lowers valuations. While some investors choose to ride it out or shift their portfolio into cash or bonds,…