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.



Strategies for Your IRA - Part 3: Collars
This is the last of our three-part webinar series covering portfolio-based strategies that combine long stock with strategic and tactical option positions. In this final session, Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, introduces the "collar", a combination strategy which includes long stock, buying protective puts, and selling calls. Joe will review potential profit and loss risk graphs, trading concerns, and common misconceptions associated with utilizing collars. This is where we put it all together. Original air date: 12/17/2014. Back to Investor Webcasts...