February 06 2020

Issues with Independent Contractors and Pension Plans

A number of our retirement plan clients have independent contractors performing services for them. There are often questions about whether these independent contractors can or should be covered in the company retirement plan. The answer can be boiled...

June 26 2019

Understanding Option Collars

Option-based collar hedges can be a great way to stay invested in stocks without exposing yourself to the same degree of losses you’d experience in a typical bear market. With the current bull market extending deep into its tenth year, the use of col...

May 15 2019

Does Equity Index Put Writing Belong In Your Asset Allocation?

What kind of investments should investors be looking at when they want stock market exposure but are concerned about stock market volatility? One option worth consideration is put writing, in which you as the investor sell puts on an index like the S...