Do you have clients or your own portfolios with huge tech gains ? Set your practice apart & do more with options strategies such as a costless collar.  Mike Tosaw  explains. NVIDIA Protective puts Covered Calls $185.54/share (Oct 6, 2025) 169$ Strike (8.9% downside) $210 Strike (13.2% upside) Collar expiration Jan 16, 2026 (102 days) […]

Are you & your clients in the market for long-term gains? April 2025 shows how a ‘stop loss’ could have shaken you out just as the market was headed for new highs—while an index put could have helped you stay the course with less turbulence. Mike Tosaw explains.

Use your portfolio’s diversification as a tool to lock-in gains on individual stock winners. Advisor MikeTosaw shows how Adaptive sizes any stock portfolio’s potential for highly efficient index hedging. 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 […]

Looking to get paid to sell Bitcoin at a higher price? Advisor Mike Tosaw shows how Adaptive call writing tools can help increase income. Free trial  

Adaptive helps you correctly size your index hedge. Advisor Mike Tosaw explains. Free trial

See how an index hedge can keep you invested for stock upside with less stomach-turning turbulence. Advisor Mike Tosaw explains

Collar Want more control over your schedule and tasks? These tools help: – **Trello** for task boards – **Notion** for notes and docs – **Google Calendar** for scheduling – **Todoist** for task lists – **Evernote** for web clipping and ideas

Adaptive’s powerful Backtest tool enables advisors to show clients how hedging would have performed in the past for a particular portfolio. In this example, a ‘plain vanilla’ 60/40 portfolio is compared to a stock portfolio which is hedged…

TRUTH HAS A FUNNY way of punching you in the gut. I received my punch thanks to the 2022 decline in the stock market, which put a dent in the “funded” status of the 529 college-savings plans for my two sons, ages 16 and 14.

Buy and hold is all well and good if you have an infinite investment time horizon. Strict adherents will argue that mark-to-market gains and losses are just noise. Time will smooth out the ripples. But what if the funds are earmarked for an upcoming goal, like college costs or retirement?