Webinars

Adaptive’s powerful hedging analysis can help identify both market indexes for buying down risk in client portfolios while staying invested for growth, as well as covered calls to pay for the downside protection.

You don’t have to sell to lock in gains.

Purchasing index puts as downside protection can be a highly practical method to dial down risk in client portfolios while staying invested for more upside even in the face of market highs and 2025 tariff headlines.

Join investment manager and options expert Mike Tosaw as he demonstrates how Adaptive makes it straightforward to identify cost-effective index puts correlated to a client portfolio. Mike will also show how you can approximate index hedges on your own without the Adaptive tool’s rigor.

Live attendees are invited to submit stock portfolios in advance for Mike (connect@adaptive-investments.com), to be used for demonstration purposes in the webinar.

See How Adaptive’s Covered Call tool makes it easy to generate extra income for client portfolios.

While many advisors know that covered call writing enhances income for client portfolios, identifying and executing these transactions can be cumbersome and time consuming. Now, Adaptive’s Covered Call tools help you select the covered calls that meet your return, risk and timing criteria for each client with a fraction of the effort.

Join options vets Mike Tosaw and special guest Bill Ulivieri as they discuss how simple it can be to find the best covered call opportunities to fit any portfolio. With decades of success with this income strategy, Bill and Mike will work with real world sample portfolios to show you how Adaptive streamlines the process. They’ll also outline how Adaptive’s Portfolio Protection tool makes hedging fast and cost-effective, even as the markets hit new highs.

Sign up now to see how you can begin earning more income for your clients with less time invested.

Here’s how the Adaptive Protection Calculator matches index puts to protect a client portfolio.

Are you up to speed on the precise steps involved in finding and buying cost-effective index puts to hedge client portfolios to a target risk level?

Novice and advanced options traders are invited to join investment advisor Mike Tosaw as he walks through the precise sequence of using the Adaptive Protection Calculator to find the right index puts to protect diversified stock portfolios at a fraction of the cost of puts on individual positions. Mike will also show how you can approximate index hedges on your own without the Adaptive tool’s rigor.

Mike will dig into how the time-saving Adaptive tool identifies and sizes suitable index hedges using beta and hedge ratios, as well as index fit and tracking error.

Live attendees are invited to submit stock portfolios in advance for Mike (connect@adaptive-investments.com), to be used for demonstration purposes in the webinar.

Adaptive’s Protection Calculator identifies cost-effective solutions for locking in gains while staying invested for more upside.

Diversification without a plan can run up big tax bills and take clients out of favorite positions.

Want to preserve your clients’ gains on big tech and other winners at a low cost? Index puts correlated to tech-heavy and other portfolios with concentrated gains can be a shrewd way to de-risk even less diversified portfolios.

Join options pro Mike Tosaw as he illustrates how Adaptive’s Protection Calculator finds the right index put to shield these growing portfolios.

Mike will show how advisors can work with clients to manage portfolio risk, and position to take advantage of inevitable corrections, even while keeping clients invested in their winners.

The index puts shown in Adaptive’s robust downside protection tool can be tax-smart as well as cost-effective for managing portfolio risk. Here’s what you need to know about 1256 options.

You already know index put options, correlated for your investments, can be a highly efficient way to buy down risk in all kinds of portfolios.

Less understood is that so-called 1256 options also have distinct advantages for hedging in taxable accounts. Not all index options are created equal.

Put options on ETF’s, such as SPY and QQQ, tend to better known, but cash-settled options on the underlying indexes, such as the SPX and NDX, qualify for a special tax treatment known as 1256. The 1256 advantage is that 60% of realized capital gains can be classified for long-term capital gains rates, often resulting in meaningfully lower tax bills. And because they are cash-settled, 1256 options can be easier to manage for ongoing hedges.

Join options pro and enrolled agent Mike Tosaw as he shows how Adaptive can identify tax-advantaged 1256 index options for hedging your portfolios.

Mike will also discuss how tax-aware strategies can differentiate an advisory practice and reinforce client relationships. Join live to ask questions, or watch on-demand.

Easy-to-use Adaptive analytics help you map out cost-effective options strategies, including portfolio hedging with tax-smart index put options.

Clients count on you for making sense of the tradeoffs between risk and reward. And because markets don’t go up in a straight line, getting clients comfortable with inevitable corrections is part of helping them stay invested for the goal of long-term growth, all the while seizing opportunities to buy into downturns and resisting the temptation to panic sell.

One way to prepare clients for ups and downs is to include a portfolio hedge, for example through the relative efficiency of a downside put on a close-fitting index.

But how do you discuss put options, hedging, and downside protection with a client? Join us as options pro Mike Tosaw shares lessons from his twenty years of advising clients and retail investors, and shows how Adaptive’s portfolio protection put-selection and risk tools help you smooth out the stock-investing ride for your clients.

Adaptive risk analytics can help advisors lock-in gains on winners with fewer taxable sales and more cost-effective hedges.

Clients rely on you for help with tax-efficient estate planning and coordination with tax professionals. You may get an edge on estate planning via options strategies that can help clients pass along assets with significant gains on a stepped-up basis, while protecting the downside until the assets are transferred.

Adaptive’s powerful Risk Contribution and Shield analytic tools can help you identify opportunities for more efficient hedging using index options, sometimes even for concentrated holdings.

Join Adaptive’s important webinar as options pro Mike Tosaw demonstrates how Adaptive’s proprietary tools let you lock-in gains, manage market risk, minimize taxes, and earn extra income, while anticipating the estate step-up.

Adaptive options analytics help explain why speculating on volatility can be a poor way to manage downside risk in stocks.

Index options can be a highly efficient way to manage the downside risk of a stock portfolio, but what about trading the shifting cost of this protection, as measured for instance by the fear-greed index known as the VIX? In a word, options pro Mike Tosaw says, “no”.

Volatility is an asset class—and a potential source of diversification in an asset allocation model—but this is not strictly a portfolio hedge. You don’t buy car insurance to protect your home.

Mike shows the practical implications of this critical distinction using the Adaptive backtest to compare how hedging with index puts compares to bets on the VIX itself. Index put options can help investors get and stay in the market for long-term growth potential, while efficiently positioning to make use of inevitable downturns. This systematic approach to downside protection can also help attract and retain clients.

Adaptive tools for hedging with tax-smart index options can help your clients get and stay in the game, even if they’re worried about downside risk.

For your clients who are considering committing more to the market but are concerned about potential risks—or questioning whether to stay the course—Adaptive Shield analytics for identifying cost-effective index hedges makes investing new capital less of a concern.

Join options vet Mike Tosaw who will show you how Shield helps investors and advisors make use of publicly traded put options to manage risk while investing for long-term growth potential, and at the same time efficiently positioning to make use of inevitable downturns. Mike will also discuss how downside protection can be a key factor to attract and retain new clients.

Streamlined Adaptive options tools help advisors generate income in client portfolios.

With the Fed on track to cut interest rates, your clients are asking you to recommend how to continue generating income. If you’re like many advisors who like covered calls for income—but don’t have the time to identify the best trades to meet portfolio goals—you have to see Adaptive’s covered call tool that streamlines the process.

Join options pro Mike Tosaw in this complimentary webinar to see how Adaptive lets you set covered call percentage return and timing parameters, customized for each portfolio you manage. The Adaptive tools generate a spreadsheet of possible trades for your trading platform based on target dollar income.

Mike will also suggest how this efficient call writing can be a compelling offering to differentiate your practice and deepen client relationships. Join us for this valuable webinar.

Volatility Lessons Learned from the August 5 Mini-Crash

Did your clients reach out as US stocks tumbled hard on Monday morning August 5, 2024, down nearly 10% from all-time high on July 16?

Join options pro Mike Tosaw in this complimentary webinar for an after-action review of how portfolio protection—in the form of tax-smart market index put options—held up through the worst of the sharp correction, and how the right ongoing hedging can strengthen advisor-client relationships through market calm and turmoil.

Mike analyzes lessons learned for downside protection in the service of long-term investing, distinct from short-term speculation, showing how such hedging can be a prudent tool for buying down portfolio risk to a level where clients stay invested and find it easier to resist the temptations of panic selling. And, because markets don’t go up in a straight line, the August 5 mini-crash is also a recent real-world example of how hedges can position a portfolio to profit from inevitable corrections. Indeed the markets were largely recovered within two weeks, including outsized gains for many highfliers off the stomach-churning lows.

Many clients are asking how political events could affect markets and whether they should get to the sidelines even if it means missing out on potential equity gains.

Join options pro Mike Tosaw in this complimentary webinar to see how Adaptive’s streamlined tools for hedging portfolios with index puts can help smooth out the ride for investors even while staying invested in pursuit of long-term growth.

Mike demos how Adaptive’s Portfolio Protection Calculator makes timely and cost-effective risk management strategies easy to identify, test, and execute for a wide variety of portfolios and asset allocations, so election uncertainty doesn’t deprive clients of potential stock upside.

Chart the Long-term Power of Portfolio Hedging with Adaptive Backtest.

Protecting portfolios with cost-effective index puts can help clients stay invested in retirement and college savings accounts for long-term growth, even while preserving sources of income for needed withdrawals.

In this webinar for both advisors and retirement savers, Advisor Mike Tosaw shows how options can help smooth out “sequence of return risk” for retirees and others considering stock sales amid volatile markets, balancing peace-of-mind with generational investment goals.

Adaptive’s Risk Contribution Chart Visualizes Portfolio Risks and Shows How to Hedge Efficiently.

Clients are often surprised that their concentrated mega-cap or legacy portfolios have sources of diversification which can be used for downside protection through cost-effective index puts.

See how veteran advisor Mike Tosaw uses Adaptive’s powerful Risk Contribution charting tool to identify and hedge against idiosyncratic risks across a range of example portfolios, including overweight legacy positions. Mike will also suggest how to use this approach to trigger valuable conversations with your clients. Join us for this important webinar.

Many investment professionals are fielding questions from clients about how the November elections will impact their portfolios.

Some clients think the markets are facing a major correction, while others are content to stay the course. But as an advisor, how should you address the concerns of investors who want to protect their assets from turmoil?

Join veteran advisor and options pro Mike Tosaw in this complimentary webinar about the how’s and why’s of election-based portfolio protection using Adaptive tools to select appropriately sized and fitted puts on broad stock indexes. Mike will walk through steps for simplified and cost-effective hedging that you can easily execute for your clients.

Imagine a 60-year-old investor who has diligently invested in stocks for their adult life, with much of the gains in taxable accounts.

Financial Advisor Mike Tosaw shows how hedging with index puts can be a tax-smart strategy to dial down the risk to the downside equivalent of a 60/40 portfolio (based on historical volatility).

Should you hedge against a full-on crash, or pay more for protection to make the most of run-of-the-mill corrections?

Join Financial Advisor Mike Tosaw to learn selection criteria and trade-offs when dialing down the risk in your portfolios through protective put options.

Your stocks can earn you extra income by selling off upside in the form of covered calls, but at what strike price?

The considerations go beyond how bullish or cautious you are with the individual stocks.

Join Financial Advisor Mike Tosaw as he goes through three approaches to selecting strike prices when writing covered calls for income, whether in taxable or retirement accounts.

We all want income. In the world of investing, the covered call seems to have become the “go to” for a lot of investors.

Join us as option trading veteran Mike Tosaw goes through how a covered call works.

In this event, Mike will discuss the pros and cons of this very new fad, but also very old school strategy. Sign up today (recording available).

Is the traditional 60/40 portfolio model dead? While we do believe there is still a use case for it, there are alternatives.

That is where a hedged equity portfolio can be something to consider. There are advantages and disadvantages to both. Join us for this webinar where 20 year option trading veteran and financial advisor Mike Tosaw will compare the pros and cons of each strategy.

Join us as financial advisor and option trading veteran Mike Tosaw (St. Charles Wealth Management) shows how he hedges a stock portfolio using index options.

Mike will also demo how Adaptive tools help him plan and backtest these hedging strategies. Attendees will receive a special code for an extended free trial of the $65/month Adaptive service. Sign up today !