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

Modern Portfolio Protection
Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, explores various ways that equity and index options can be used to hedge individual stock positions or an entire portfolio. Joe discusses single stock hedging strategies such as collars, covered calls, and married puts, among others. Joe also covers strategies for protecting entire portfolios (using SPX options) as well as volatility management strategies (using VIX or VXX options). This discussion may help you better understand how your stock portfolio's volatility characteristics mirror those of the available hedging indices. Original air date: September 14, 2015. Back to Investor Webcasts...