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.

Build and Manage Your Own Long/Short Fund
There’s the “poor man’s” covered call, and the concept of using LEAPS as stock replacement. Used independently, these strategies let investors accomplish specific goals. When used together, they allow you to create an increasingly popular investment strategy: a liquid long/short portfolio. Join Joseph Cusick, VP of Asset and Wealth Management at MoneyBlock, his approach to creating a long/short portfolio that puts less capital at risk and doesn’t come with a 2% management fee. Original air date: June 25, 2014. Back to Investor Webcasts...