Advisors Option Episode 6: Swan Wealth Advisors
Mark and Mike are joined by Randy Swan, President of Swan Wealth Advisors.
In the Interview Segment, the group discusses:
Two words: Risk Management.
The major stumbling blocks keeping advisors from using options.
How to take the first steps?
Should there be more credentials to help people feel more secure with an advisor trading options with their assets.
The wake-up call for brokerage firms.
Two more words: It's insurance.
You cannot adequately control risk without using derivatives.
The new normal - prepare for it.
The wish for problem-solving tools.
Industry Buzz: The nexus of options and advisors has produced a theme of concern over what to do about risk. Why are volumes going down? Why are options still perceived as risky? Dodd-Frank & other regulation. How the political climate affects the markets.
