How to Explain Put Options to a Client... and Set Your Practice Apart
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.