Education Providers

Join Joseph Cusick, Vice President of Wealth and Asset Management at MoneyBlock, as he discusses approaches for investing strategically long-term and tactically short-term. Joseph was previously the Senior Vice President of Education at optionsXpress, where he created and implemented education and media programs to help investors and advisers incorporate options as an equity portfolio management tool. 

Prior to Charles Schwab’s acquisition of optionsXpress, Joe lent his market expertise to help launch the firm’s brokersXpress subsidiary, where he developed several risk-sensitive equity allocation and tactical derivative programs. Joseph is also a frequent contributor to various media outlets including 
The Wall Street Journal, Business Week,Barron’s, CNBC, BNN and Bloomberg

Covered Call Alternative
Selling calls against long stock can be a great way to lower underlying cost basis, but this can tie up a lot of capital, which can be especially problematic for smaller accounts. So what do you do if you don't own 100 shares but want to lower cost basis? In this webinar, Joe Cusick of MoneyBlock discusses an alternative where you purchase less than 100 shares of stock, and sell call vertical spreads against the stock position to reduce our cost basis, similar to a covered call. Original air date: 2/8/2016. Back to Investor Webcasts...