Jun
18

What are the Tax Implications of Options Trading?

posted on June 18th 2018 in Fort Worth CFP Team Posts with 0 Comments

Options are a poorly understood asset class to most investors, but have many uses for astute planners. No, we aren’t talking about the type of options your company might grant you, but publicly traded options. For example, adding an options enhancement component to your overall investment strategy may be a great way to enhance how […]

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Jan
22

Outrageous Financial News: How Can They Get Away With That?

posted on January 22nd 2018 in Fort Worth CFP Team Posts with 0 Comments

This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. Simple — they aren’t professionals. Here are some excerpts from the disclosure statement for one such service, emphasis mine. “The Company […]

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Jan
08

Cumulative Returns: How News Services Can Confuse Investors

posted on January 8th 2018 in Fort Worth CFP Team Posts with 0 Comments

This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. Let’s look at another way newsletters and services can confuse investors. This time, the confusion here comes from “cumulative returns.” With […]

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Dec
02

What do you think about trading Robots?

posted on December 2nd 2016 in Fort Worth CFP Team Posts with 0 Comments

What Do You Think About Trading Robots?

Are trading robots worth a look? I’ve heard there are “robots” that can trade options for me with incredible accuracy. What do you think about that?   Let me guess, they promise very high accuracy and probably trade “binary options,” right?  Unfortunately, this is a hotbed for scams. I’m going to hit the main point […]

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