Today, Mark is co-hosting with Randy Swan, Co-Founder, Swan Global Investments and Pat Stiefel, Director of Trading, Swan Global Investments
Interview Segment: Mark, Randy and Pat are joined by Thomas W. Miller, Professor of Finance and Jack R. Lee Chair of Financial Institutions and Consumer Finance at Mississippi State University.
He discusses The Performance of Options-Based Investment Strategies: Evidence for Individual Stocks During 2003-2013, which he conducted with Professor Michael L. Hemler, University of Notre Dame.
The Buzz: Financial Advisor Forum
Catching up with the Financial Advisor Forum going on in Miami
- What are the main topics at the event?
- How has the turnout been?
- Catching up with swan global investments What is the latest on the mutual fund (s)? Any other appearances on the horizon?
Listener Mail: Listener questions and comments
- Comment from Mark Brant: Fascinating how the Swan Process can be condensed to weekly's and succeed for the same reasons it does with monthly's.
- Question from Allan: Do you feel that fear of generating additional commissions is a reason why so many financial advisors out there don't want to use options?
- Question from BigJim: I've heard you guys recommend against rolling your covered calls. But I'm closing in on retirement and I've had this stock position for a number of years. It would be a sizable tax hit if I let it be called away. I also don't want to keep closing and re-opening it and generating taxable events. So what should I be looking at when managing my covered calls? What strike should I be writing? How close to the strike should I think about rolling it?
- Question from Tom: Love the AO show. Stumbled across it in iTunes last month and I've been scrambling to catch up. You guys have spread a lot of knowledge to your listeners and I'm working to digest it all. Rather than waste your time with an options question -the answer to which I probably won't understand (yet) let me ask something more basic. Where can I find an advisor in my area that utilizes the practices and strategies you discuss on your program? Is there a database or website I can go to find options-using advisors. Thanks and also please ask Randy why he relocated swan to Puerto Rico? The weather is certainly nice but were there also other reasons - tax, family?
