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How I Learned to Stop Worrying (About Losing Gains) and Love the Hedge: Generating Income and Protecting Gains on Appreciated Stock with Options
For sophisticated investors, writing options on appreciated stock is a powerful way to generate income, hedge against downside risk, and...
Mar 183 min read


Beyond the 529: Flexible Financial Options for Your Children’s Future
When it comes to saving for your kids’ future, a 529 plan is a popular choice, especially if you’re thinking about covering educational...
Jan 155 min read


The Ultimate Guide to Funding a 529 Plan: Best Practices, Strategies, and Common Benchmarks
A 529 plan is a highly effective vehicle for saving for education, offering potential tax benefits and the flexibility to support a wide...
Jan 75 min read
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