LifeSteps Financial Briefing | July 2019

Happy Summer!  While the market, interest rates and the impact of foreign affairs continue to be on our minds, vacations and family time are priorities this month.  And, it seems that family time has prompted many of our clients to re-evaluate home and lifestyle preferences.   We’ve had a lot of questions about the outlook for…

Terminology: Options

Options are contracts that give the owner the right (but they are not required) to buy or sell an underlying asset (like a stock, ETF, etc.) at a fixed price for a specific period of time.  There are two standard types of option contracts: a call and a put. Option contracts are for a specific…