Category: Investments
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What are House Margin Requirements?
When buying shares of a stock, you may occasionally receive an alert that reads something like this: “You are attempting to purchase a security that may be held to a…
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Texas Tomorrow: Understanding the Texas Tuition Promise Fund
Many times when we meet with clients, the topic of how to pay for their children’s college is on the forefront. There are really two main choices when deciding on a college…
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Covered Call Pros and Cons
In this article, we examine covered call pros and cons. Before diving into the complexities of what a covered call trade is and how it can be used to generate…
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Is running out of retirement money a fate worse than death?
Imagine this – the year is 2040. You are 80 years old, in reasonably good health, and you have just spent your last penny of retirement savings. You have no…
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Viaticals and Life Settlements
UPDATED 2019: This article, originally published in 2008, continues to be one of our most popular posts, as people continue to seek information about viaticals and life settlements. Please keep…