Coffee With Cott

In this edition of the Coffee With Cott podcast series, Eric Cott, along with Marc Chaikin of Chaikin Analytics and Tony Zhang of OptionsPlay, discuss the impact of financial technology and the opportunities it might provide to advisors. Listen in to find out about how and why fintech is being used around client portfolios and options strategies.

In this edition of the Coffee With Cott podcast series, exchange-traded fund industry veterans Eric Balchunas and Dave Nadig join our head barista, Eric Cott, to discuss the always-changing flavors of ETFs and how these investment vehicles can be used with a variety of option strategies. Listen in to find out more about what changes may be on the horizon in the ETF space - and to learn whether there could be new and creative opportunities for financial advisors to explore.

The Advisors approach to navigating the tax when trading covered calls. Learn how to dispel and strategize away from some of the unique tax situation that can develop when implementing a covered call writing approach.

Learning to trade options can be intimidating and speaking to your clients about options can be just as difficult. Options can play a variety of roles in different portfolios and if you have a clear idea what your clients want to achieve, options will provide you the framework to meet those needs. Clear financial goals aligned with the appropriate options strategy provides a far better conversation with clients rather than no conversation at all and it all starts with education.

Host: Eric Cott, Options Industry Council Guests:  Michael Khouw, Optimize Advisors & Jon Narjarian, Najarian Family Office, tradeMONSTER, CNBC   Is there a FINANCIAL STORM brewing? Does it mean continued VOLATILITY? What are some options strategies for the advisor and client?   - Inaugural start for CWC series - Sharing some ideas for FAs and RIAs to think about in this volatile environment - Talking about what happened on February 5, 2018 and October 2018 in terms of VIX and market gyrations - Some things for advisors to consider and how to read the "tea leaves" with these indexes, etc. - Is option volatility a factor when individual investors, institutions and FAs choose a particular strategy?