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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.


Options Expiration: When to Roll, Close or Take a Loss
Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, tackles the 'tactical' side to the monthly expiration cycle with ideas on how to manage your position as you get within 10 days of expiration. You don't need to know all the theoretical details, but you must be prepared for the event, especially if you're short options where you don't control the exercise feature. Original air date: 1/6/2016. Back to Investor Webcasts...