Webinars

Are You Diversified? Visualize Portfolio Risks with Adaptive’s Risk Contribution Chart

Upcoming

Even a portfolio concentrated in mega-cap tech stocks still has surprising sources of diversification which can be used for cost-efficient hedging through index puts. Financial advisor Mike Tosaw uses a variety of example portfolios, including overweight legacy positions, to show how he uses Adaptive’s powerful Risk Contribution charting tool to identify idiosyncratic risks in client portfolios. These Risk Contribution charts can also fuel relationship-reinforcing conversations with clients about the value of hedges to reduce risk while staying invested for long-term gains.

Register Now (Free)
30 Jul 2024 09:00 PM / ET

How to Protect Your Client Portfolios from Election Chaos

On Demand

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.

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16 Jul 2024 09:00 PM / ET

Should I sell stocks as retirement approaches? With Financial Advisor Mike Tosaw

On Demand

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).

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08 Jul 2024 09:00 PM / ET

How to Select a Strike Price for Protective Puts, with Financial Advisor Mike Tosaw

On Demand

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.

How much to hedge?

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24 Jun 2024 09:00 PM / ET

How to Select a Strike Price for Covered Call Income, with Financial Advisor Mike Tosaw

On Demand

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.

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17 Jun 2024 09:00 PM / ET

A Step-By-Step Guide to Selling Covered Calls For Income, with Financial Advisor Mike Tosaw

On Demand

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).

• This not so much about Adaptive tool saves time (see income)
• Not so much about hero chart
• More slides than tool

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10 Jun 2024 09:00 PM / ET

"Hedged Equity Versus 60/40" with Financial Advisor Mike Tosaw

On Demand

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.

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03 Jun 2024 09:00 PM / ET

Hedging a Stock Portfolio with Financial Advisor Mike Tosaw

On Demand

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 !

Watch Now (Free)
20 May 2024 09:00 PM / ET