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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.


Using Call LEAPS® Options as Stock Replacement and More
Whether you have owned a stock for a long time and need liquidity, or you are seeking to participate in a high-flying (and expensive) underlying, LEAPS® (Long Term Equity AnticiPation Security) options might help you meet those strategic needs. Joseph Cusick of MoneyBlock in this lively discussion on how to use these long-term options as a stock replacement vehicle and more. Original air date: 9/21/2015. Back to Investor Webcasts...