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…
When the Tax Cuts and Jobs Act (TCJA) was introduced, primary focus was placed on the decrease in tax rates, qualified business income deductions and changes to the itemized/standard deductions. Now that these have been addressed, a closer look suggests several “opportunities”. Once such, “opportunity” is The Opportunity Zone program. The Opportunity Zone program was…
Financial Advisors often get asked about Investment Opportunities outside of the mainstream. While these options are not typically offered as part of a Financial Plan, a professional financial advisor can provide insight and help evaluate the upside and the risk in these types of investment options. There are numerous alternate, or unconventional, investment options. The…