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

Market Uncertainty and Short Option Strategies - 7/7/2015
With recent volatility (Greece, potential Fed moves, etc.), uncertainty is a common theme in the market. As such, many asset managers might be adding short positions in their portfolio. That makes now a great time to dig into the age-old question of when and where to "roll" short option strategies.

Joe Cusick, VP of Wealth and Asset Management at MoneyBlock, expands on his discussion from Options Expiration: When to Roll, Close or Take a Loss where he covered the untested side of a position, and now takes on when and where the "roll" might be most optimally executed. Original air date: 7/7/2015. Back to Investor Webcasts...