Financial Education & Training to Improve Your Retirement

Follow our blog for Snider Advisors' latest thoughts on the stock market, investing, and financial planning issues impacting our clients. You'll find a ton of great articles on options trading, covered calls, income investing, and more.

In our continuation of the discussion of Snider Advisors’ Guiding Principles, we will examine the principle that the number one job of your portfolio is to produce a paycheck. ERISA Changed Everything While many of us were still too young to know why we should care, the rules of retirement changed significantly. When Congress passed the […]
A mistake far too many people make is to invest money they should be saving and save money that they should be investing. In our continuation of the discussion of Snider Advisors’ Guiding Principles, we will examine the principle that investing is not the same thing as saving. While saving and investing are certainly interrelated, […]
When buying shares of a stock, you may occasionally receive an alert that reads something like this: “You are attempting to purchase a security that may be held to a higher house margin requirement than most securities. If you have a Margin Account, this will be reflected in your Buying Power. Please Place Order to […]
Many times when we meet with clients, the topic of  how to pay for their children’s college is on the forefront.  There are really two main choices when deciding on a college education fund in Texas, a traditional qualified 529 savings plan or the Texas Tuition Promise Fund.  Texas has a traditional qualified 529 savings plan which is managed by a […]
UPDATED 2019: This article on Filial Responsibility Laws, which was originally published in 2012, continues to be one of our most popular posts. Please keep in mind that it is possible some of the facts offered have changed throughout the years. When John Pitta’s mother couldn’t pay her nursing home bill, he was sued for almost $93,000. […]
In this article, we examine covered call pros and cons. Before diving into the complexities of what a covered call trade is and how it can be used to generate portfolio income lets first define what an option contract is and what it means to each party involved.  There are two main types of options, […]
Imagine this – the year is 2040. You are 80 years old, in reasonably good health, and you have just spent your last penny of retirement savings. You have no other sources of income. For the rest of your life, you will rely on government handouts and the charity of others. Sit with that image […]
I strongly recommend an excellent article to you, from the Psy-Fi blog, a regular on my daily reading list. The title of the article is B.F Skinner’s Stock Market Slot Machines: Win Big, Win Rarely, Win Never. I often refer to B.F Skinner, intermittent variable reinforcement, and how the stock market creates superstitions much like those […]
This article on home equity was originally published in 2008, and continues to be one of our most popular posts. Please keep in mind that it is possible some of the facts offered have changed throughout the years, but our sentiments about this topic have not. To learn more about this subject, check out Are […]
UPDATED 2019: This article, originally published in 2008, continues to be one of our most popular posts, as people continue to seek information about viaticals and life settlements. Please keep in mind that it is possible some of the facts offered have changed throughout the years, but our sentiments about this topic have not.  I […]

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