Do you have a client whose portfolio could benefit from call options? Try this tip.
Do you have a client whose portfolio could benefit from call options? Try this tip.
Make a list of factors for your client to consider when choosing call options (market backdrop, volatility, underlying risk exposure, stocks vs. ETFs) and present them to your client. Offer examples that show the difference in performance between covered-call and straight options.
Tips for managing risk in uncertain times
A look at the factors
Read our explainer articles to understand market ups and downs
Stock markets are always moving, and that can be a good thing
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