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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.


Five Things Traders Need to Know About Tax Reporting
Every year thousands of people begin trading. Unfortunately many do so unaware of the complex tax requirements involved. Joe Cusick, VP of Wealth and Asset Management at MoneyBlock, and Jason Derbyshire, Education Director for Tradelog Software, discuss five things involved in trader tax reporting that are often overlooked or misunderstood. Original air date: 08/27/2014. Back to Investor Webcasts...