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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.


Inside Look: Passive vs. Active Investing
Many investors have been taught, whether in a economics or business class or by some investment guru on TV or online, that buy-and-hold is the only way to invest. Why isn't there more education on active management concepts, like portfolio strategies that incorporate option overlays? Joseph Cusick, Vice President of Wealth and Asset Management at MoneyBlock, compares portfolio strategies incorporating option overlays vs. a traditional buy-and-hold index approach. Original air date: 8/17/2015. Back to Investor Webcasts...