Tactical Allocation for Short Term Investment Opportunities

Many investors unwittingly pursue tactical allocation as their core investment strategy.  Failing to understand how it is being used in your account can lead to problems.  This webinar will discuss whether TA is right for you and how you might pursue it. 

Using Strategic Allocation to Create Your Portfolio (Now Available)

What is strategic allocation and how can it be used to create a core portfolio diversified within up to 20 asset classes?  This webinar will discuss why strategic allocation is an efficient strategy for managing risk and creating wealth. 

College Planning Webinars (Now Available)

• College Admissions & Financial Aid Strategies - A series of open forum webinars for parents with college questions. These events are hosted by syndicated columnist Lee Bierer of College Admissions Strategies (www.collegeadmissionsstrategies.com) and Drew Waterbury.
• Intro to College planning -The more you know about paying for college, the more you save. This webinar will introduce some of the larger concepts of how families can start managing the cost of college.
• 153 Strategies To Cut College Costs? - this is only available in .pdf format.

Generating Cash Flow with Covered Calls

"Over the last 25 years, covered calls have been a very successful strategy in terms of reward versus risk." - Value Line "How To Invest Using Options" (2006)

This webinar reviews covered calls and how a covered call strategy can increase portfolio cash flow while reducing risk.

Protecting Your Investment Portfolio in Down Markets

If you're not a market timer, how can you participate in market run-ups while protecting your portfolio when markets drop?  This event discusses a simple but little used strategy to help manage market risk.