When I read that you need to stop living a pie in the sky dream, I want to scream. They have been outstanding for many investors who entered them three or more years ago. It made much more sense after I read that. I fail to believe that you were the only one that learned something from this. What my dilemma has been is trying to find exactly what I want to create here and how to deliver it.
Precious Metals for Real Estate Investors
So how do you handle an irrational market? The stock market has experienced a tough fourth quarter of and there are numerous talking heads bringing up the possibility of a recession. A twitter exchange led Olivia to ask this question:. I had the unique perspective of providing banking services to entrepreneurs during the last downturn.
Most of this time was spent handling challenging loans or watching good companies learn to make it with less revenue. The list below is not an all inclusive list, but some observations I remember from that time. Heating and Air Technician. Lets face it, the weather will likely be both hot in the summer and cold in the winter in most parts of the country. Air Conditioners and Furnaces have a useful life and they will break. The service business is dominated by companies and individuals who have built their reputation through a combination of good work and solid marketing.
The same goes for businesses, who may even put off replacing an ailing unit if a costly repair can delay that expense for another year or two. What are the risks? Their business will be down and some of the people will be compete for service work. They have been outstanding for many investors who entered them three or more years ago. The market conditions have been ideal to make good money in these deals.
In fact, it may be looked back on as a generational opportunity for commercial real estate. The capitalization rate is the net cash flow after expenses a property produces divided by price. This happened during a time period with improving trends in commercial real estate.
Occupancy rates have been improving and landlords have been able to get rent increases at or greater than the rate of inflation. The IRS Limits for Retirement Accounts were recently released and savers will be able to put away more than ever into various tax deferred accounts. With that comes one of the occasional and sometimes political debates of what will happen to our retirement accounts in the future?
Potential negative risks in the future include means testing for deferral benefits, a cap on total account size, and a potential reduction of social security benefits based on retirement savings accounts. Since then, both parties have blamed each other, one pointing to spending and one pointing to tax cuts. Maybe I can go here again with some of these tax savings! Why does this mind numbing issue matter to an early retiree? You need tax diversity in your plan. Should developing a Financial Plan be complicated?
One of the appeals of the Financial Independence movement is how easy the the planning formula is. The traditional high-fee investment and planning industry dislikes the simplicity of the FIRE movement. The market goes up more than it goes down, but it goes down faster than it goes up. This podcast will highlight the risk and rewards of buying calls, cash secured puts and vertical spreads. History of Options Trading OICP-OT15 This podcast will explore the historical development of the options industry including how the Greeks may have used options, what it was like trading prior to the existence of put options and how the industry has fared over the past four decades.
This podcast explores basic tax treatments of one-sided equity options such as long calls and short puts. They will examine what QCC is, how it works and some special tax rules regarding the QCC that every investor should know. Joe will also discuss what takes place when an option has a European exercise style. Next, Joe will discuss the correlation between options and Japanese candlesticks.
Joe also speaks on the topic of Weekly Options — what they are and how to distinguish Weeklys from standard options. We'll investigate how and why the potential risk and reward profiles for these strategies differ from those of simple long calls or long puts. You will also see what might motivate an investor to use simple bull or bear spreads.
This course has been created to educate investors on various option strategies best suited for a non-directional or neutral market. A unique component of this course is that every strategy presented is a spread.
These different spreads are designed to use time decay to its advantage. At the completion of the chapters and prior to the final quiz the student should know and understand all the strategies presented. Some examples of a corporate action include: This class has been designed to help the student achieve realistic expectations about how an option position is likely to behave under various conditions. Though their predictive value has limits, the key components of theoretical option pricing still offer an excellent tool for helping investors anticipate price movements and explain price relationships between options.
The podcast will introduce you to the key components of theoretical option pricing. You'll also learn about how long call and short put spreads compare and contrast with debit and credit spreads.
Part two takes an in-depth look at what strategies to consider given certain market conditions. A Review of Option Pricing OICP This podcast discusses the impact that stock price changes and time can have in the market and how concepts such as delta and time decay can help set the tone for how an option performs.
Pricing Behavior OICP This podcast discusses how changing volatility can impact options pricing and how vertical spreads can provide traders with an alternative to long and short options positions.
Straddles and Strangles OICP In this podcast, the viewer will learn about the dynamics of straddles and strangles and how to implement these advanced strategies when trading options. Stock and Options Spreads OICP This last podcast in the series explains the relationship between stock and options spreads as well as special considerations when using spread strategies with stock purchases.
This podcast will help investors learn about what exactly is a put spread and how it can be used. Topics covered in this podcast include examples of call and put backspreads as well as a discussion about the risks and rewards of using this particular strategy.
This podcast also includes a discussion on vertical and ratio call spreads as well as the impact of volatility on these particular strategies.
However, in this podcast, host Joe Burgoyne and OIC Instructor Todd Rich aim to make it a little easier to digest by breaking down the terms into smaller segments, starting with Delta. Using a hypothetical, five-day scenario, the group will demonstrate how selling and buying too close can potentially reduce or eliminate open interest. Topics discussed during this podcast include the impact of volatility as well as supply and demand.
The group will define what these spread strategies are and discuss a couple of examples that demonstrate how these spreads can work through to expiration. The podcast also covers the impact of early exercise and assignment as well as the benefits and risks of using these spread strategies. This podcast also includes a discussion on how these spreads can work with bear and bull spread strategies. Spreads are no exception. In this podcast featuring OIC Instructor Russell Rhoads and Bill Ryan from OIC's Help Desk, host Joe Burgoyne will discuss with our experts what the advantages and disadvantages are in using spreads and how an investor might want to consider executing a spread given the risks and rewards.
This podcast will feature a discussion about how this particular strategy works and what investors need to know about the impact of volatility and other important factors such as early assignment and exercise. This podcast will also cover how time decay and volatility can impact this advanced trading strategy.
Bo and Jeff will cover what these two strategies are, how each works as well as what ways they compare and contrast with one another. This podcast will cover the risk and rewards of buying calls, selling puts and spread strategies such as vertical bear and ratio spreads.
They will discuss the ins and outs of various strategies such as the covered call, neutral calendar spread and short straddles and strangles. Bill will explain, in layman's terms, rules for deferring losses, the impact on the holding period, and the capitalization of charges.
This podcast will highlight the differences between the two strategies, how these strategies can be used and the potential risks and rewards. Options Courses - Advanced Active Courses Volatility OICC Options can give investors the flexibility to hedge market exposure, speculate on a specific market move, or allow investors to put on simple to complex option positions called spreads. One of the most critical and least understood components to the success of option trading is Volatility.
This course is designed to give students the introductory understanding of what volatility is, how it works, and why it is important to understand. Even though volatility is an extremely complex subject, this course breaks it down in simple to understand terms without getting bogged down in the complex calculus. Most investors have heard of volatility but few know what it is. Learn about the advantages and disadvantages of using strategies like putting on a collar, rolling up on a trade or creating a spread as a way to protect your investment.
In his closing summary, he covers the strategies and risks involved in harvesting premium. Topics covered in this podcast include what is synthetic long stock, what type of investor may consider buying it and why would an investor consider buying it. This podcast also include a discussion on historical and implied volatility and important pointers for investors to keep in mind when implementing these types of spread strategies.
While skew is an advanced trading concept, it is nonetheless important for investors to understand. In this podcast, Steve and Joe will cover what exactly is skew and the benefits that come from studying it.
This podcast will also cover factors that investors need to keep in mind when it comes to these two concepts. OIC Instructor Steve Meizinger weighs in with his thoughts on what drives skew and which options strategies can be used with it. Joe and Peter will cover what these two topics mean and how they interrelate with one another.