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.

What you need to know about options expiration
Presenter: Joseph Cusick, VP of Wealth and Asset Management, MoneyBlock  

If you trade options, it's important to understand the basics of exercise and assignment. You don't need to know all the theoretical details, but you must be prepared for it, especially if you're short options where you don't control the exercise feature. Join MoneyBlock’s Joseph Cusick as he discusses this topic and much more going into expiration cycle. Original air date: 06/12/2014.

(Please note: Access to these videos is provided for educational and informational purposes only. Joseph Cusick and Tim Biggam are Registered Representative with AOS, Inc. which does business as TradingBlock and MoneyBlock, and as such their communications are reviewed by a Principal at the firm. AOS  is not affiliated with, sponsors, is sponsored by, endorses, or is endorsed by any of the other guest speakers and the commentary and opinions expressed by or through the other guest speakers are solely their own. No information provided by the other guest speakers has been approved or endorsed by AOS and does not constitute a recommendation by AOS to buy or sell a particular investment.)