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Videos uploaded by user “TradingBlockTV”
Using Call LEAPS® Options as Stock Replacement and More
 
50:56
Whether you have owned a stock for a long time and need liquidity, or you are seeking to participate in a high-flying (and expensive) underlying, LEAPS® (Long Term Equity AnticiPation Security) options might help you meet those strategic needs. Join Joseph Cusick of MoneyBlock in this lively discussion on how to use these long-term options as a stock replacement vehicle and more. Original air date: 3/27/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 12419 TradingBlockTV
Covered Call Alternative
 
20:58
Selling calls against long stock can be a great way to lower underlying cost basis, but this can tie up a lot of capital, which can be especially problematic for smaller accounts. So what do you do if you don't own 100 shares but want to lower cost basis? In this webinar, Joe Cusick discusses an alternative where you purchase less than 100 shares of stock, and sell call vertical spreads against the stock position to reduce our cost basis, similar to a covered call. Original air date: 2/8/2016. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 2662 TradingBlockTV
Credit Spreads: Selecting the Optimal Strike Width
 
57:02
Spread traders often struggle with selecting the strike width that offers the best return on capital at the lowest potential risk. Joe Cusick, VP of Wealth & Assets Management at MoneyBlock, discusses various strike widths ($1/$2/$5) between what we are buying and what we are selling. Joe explains his process for selecting the optimal strike width that balances risk and reward with the highest probability of success. Original air date: August 6, 2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 24639 TradingBlockTV
Trading Debit Spreads
 
38:10
Presenter: Joseph Cusick, VP of Wealth and Asset Management, MoneyBlock Searching for ways to play up or down market moves with defined risk? Join Joe Cusick from MoneyBlock.com as he walks you through the do's and don'ts of two vertical option spread strategies: Bull Call and Bear Put Spreads. Learn when to deploy each defined-risk strategy and how to manage the position once you're live in the market. Original air date: 02/19/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 5641 TradingBlockTV
Five Things Traders Need to Know About Tax Reporting
 
51:02
Every year thousands of people begin trading. Unfortunately many do so unaware of the complex tax requirements involved. Joe Cusick, VP of Wealth and Asset Management at MoneyBlock, and Jason Derbyshire, Education Director for Tradelog Software, discuss five things involved in trader tax reporting that are often overlooked or misunderstood. Original air date: 08/27/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 3872 TradingBlockTV
Build and Manage Your Own Long/Short Fund
 
43:19
There's the "poor man's" covered call, and the concept of using LEAPS as stock replacement. Used independently, these strategies let investors accomplish specific goals. When used together, they allow you to create an increasingly popular investment strategy: a liquid long/short portfolio. Join Joseph Cusick, VP of Asset and Wealth Management at MoneyBlock, his approach to creating a long/short portfolio that puts less capital at risk and doesn't come with a 2% management fee. Original air date: 6/25/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 2232 TradingBlockTV
Using Call LEAPS® Options as Stock Replacement and More
 
41:15
Whether you have owned a stock for a long time and need liquidity, or you are seeking to participate in a high-flying (and expensive) underlying, LEAPS® (Long Term Equity AnticiPation Security) options might help you meet those strategic needs. Joseph Cusick discusses how to use these long-term options as a stock replacement vehicle and more. Original air date: 9/21/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 2786 TradingBlockTV
Alphabet Soup: How to Use the Option Greeks
 
36:56
Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, discusses the Option Greeks (Delta, Gamma, Vega, Theta and Rho), the gauges that help us understand how an option price changes when price, time, volatility, or interest rates move. Understanding these basic metrics may help you better understand profit and loss potential prior to and after executing an options trade. Original air date: 12/8/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 1721 TradingBlockTV
Repair Strategies for Struggling Stocks
 
31:34
Do you have a long stock or option position that is struggling in this market? Are you equipped with the tools and know-how to repair a position that's under pressure? Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, explains the finer points of various repair strategies that add little to no additional capital risk. A great session for every investor and trader who's ever asked themselves "Now what?" regarding their under-performing long positions. Original air date: 1/11/2016. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 630 TradingBlockTV
Meet the Greeks
 
44:06
Three primary factors influence the premium of an option: Price, Time and Volatility. Joseph Cusick of MoneyBlock.com discusses how the Option Greeks measure the impact of those three factors. Having an understanding of the Greeks is essential for all investors and traders using options. Original air date: 03/19/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 442 TradingBlockTV
Options Expiration: When to Roll, Close, or Take a Loss
 
56:22
If you trade options with a standard monthly expiration, it's important to manage your position as you get within 10 days of expiration. You don't need to know all the theoretical details, but you must be prepared for the event, especially if you're short options where you don't control the exercise feature. Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, discusses this topic and much more going as we approach the July, 2014 expiration cycle. Original air date: 07/09/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 1567 TradingBlockTV
Option Spreads: Trading for Profit or Probability of Profit?
 
44:20
Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, discusses how to evaluate the risk/reward of lower-cost, multi-leg option spread strategies that may offer higher payoffs but lower probabilities of success. If you trade debit or credit spreads, this webinar may help you better understand the inherent offset between one spread’s higher potential profitability vs. another spread’s higher potential probability. Original air date: July 30, 2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 883 TradingBlockTV
Options Expiration: What You Need to Know
 
38:37
If you trade options, it's important to understand the basics of exercise and assignment. You don't need to know all the theoretical details, but you must be prepared for it, especially if you're short options where you don't control the exercise feature. Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, discusses this topic and much more going into expiration cycle. Original air date: 06/12/2014 Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 3566 TradingBlockTV
Understanding Volatility Skew
 
41:57
Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, explains "volatility skew" to help you understand why the current market has puts trading richer than calls, with implied volatility in OTM puts higher than in OTM calls. Following this webinar, you should gain perspective on how "velocity" impacts skew since markets can fall much faster than they rise. If you want a more comprehensive understanding of options pricing behavior, this is a must-see webinar. Original air date: 11/2/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 2529 TradingBlockTV
Repair Strategies for Struggling Stocks
 
25:29
Do you have a long stock or option position that is struggling in this market? Are you equipped with the tools and know-how to repair a position that's under pressure? Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, explains the finer points of various repair strategies that add little to no additional capital risk. A great session for every investor and trader who's ever asked themselves "Now what?" regarding their under-performing long positions. Original air date: 8/31/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 581 TradingBlockTV
Trading Iron Butterflies and Iron Condors
 
48:41
Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, takes a look at trading risk-managed credit spreads using the TradingBlock/MoneyBlock platform. Joe will tee up a trade, review the probability and then format the position using an all-in-one trade ticket. Original air date: 3/19/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 1007 TradingBlockTV
Trading Credit Spreads in Volatile Markets
 
57:49
Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, discusses how to trade defined-risk option spread strategies in volatile markets. Joe covers two credit spread strategies to consider based on your bullish or bearish sentiment: Bear Call and Bull Put. Joe walks through a concise logic chain that even professional traders may find helpful when trading these strategies. Original air date: 11/16/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 682 TradingBlockTV
Market Uncertainty and Short Option Strategies
 
32:30
With recent volatility (Greece, potential Fed moves, etc.), uncertainty is a common theme in the market. As such, many asset managers might be adding short positions in their portfolio. That makes now a great time to dig into the age-old question of when and where to "roll" short option strategies. Joe Cusick, VP of Wealth and Asset Management at MoneyBlock, expands on his discussion from "Options Expiration: When to Roll, Close or Take a Loss" where he covered the untested side of a position, and now takes on when and where the "roll" might be most optimally executed. Original air date: 7/7/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 327 TradingBlockTV
Options Expiration: When to Roll, Close or Take a Loss
 
57:02
If you trade options with a standard monthly expiration, it's important to manage your position as you get within 10 days of expiration. You don't need to know all the theoretical details, but you must be prepared for the event, especially if you're short options where you don't control the exercise feature. Joseph Cusick, MoneyBlock’s VP of Wealth and Asset Management, discusses this topic and much more. Original air date: 09/10/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 1055 TradingBlockTV
Understanding Volatility Skew
 
38:24
Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, explains the importance of "volatility skew" to help you understand why the market's current volatility skew has puts trading richer than calls, with implied volatility in OTM puts higher than in OTM calls. Following this webinar, you should gain perspective on how "velocity" impacts skew since markets can fall much faster than they rise. Original air date: 1/25/2016. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 1762 TradingBlockTV
Passive vs. Active Investing
 
31:33
Many investors have been taught, whether in a economics or business class or by some investment guru on TV or online, that buy-and-hold is the only way to invest. Why isn't there more education on active management concepts, like portfolio strategies that incorporate option overlays? Joseph Cusick, Vice President of Wealth and Asset Management at MoneyBlock, compares portfolio strategies incorporating option overlays vs. a traditional buy-and-hold index approach. Original air date: 8/17/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 905 TradingBlockTV
Credit Spreads: Selecting the Optimal Strike Width
 
58:11
Advisors and traders often struggle with selecting the strike width that offers the best return on capital at the lowest potential risk. Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, discusses various strike widths ($1/$2/$5) between what we are buying and what we are selling. Joe explains his process for selecting the optimal strike width that balances risk and reward with the highest probability of success. Original air date: 2/1/2016. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 1161 TradingBlockTV
Credit Spreads: Selecting the Optimal Strike Width
 
01:00:52
Spread traders often struggle with selecting the strike width that offers the best return on capital at the lowest potential risk. Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, discusses various strike widths ($1/$2/$5) between what we are buying and what we are selling. Joe explains his process for selecting the optimal strike width that balances risk and reward with the highest probability of success. Original air date: 5/6/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 641 TradingBlockTV
Using Implied Volatility to Assess Option Strategies
 
57:50
Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, discusses near-term volatility expectations. Joe analyzes how to implement tactical downside risk concepts and learn how asset allocation alone may not be the optimal answer. Original air date: 11/10/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 944 TradingBlockTV
Modern Portfolio Protection
 
01:00:24
Joseph Cusick, MoneyBlock’s VP of Wealth and Asset Management, explores the various ways that equity and index options can be used to hedge individual stock positions or an entire portfolio. Joe discusses single stock hedging strategies such as collars, covered calls, and married puts, among others. Joe also covers strategies for protecting entire portfolios (using SPX options) as well as volatility management strategies (using VIX or VXX options). This discussion may help you better understand how your stock portfolio's volatility characteristics mirror those of the available hedging indices. Original air date: September 14, 2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 576 TradingBlockTV
Trading Credit Spreads in Volatile Markets
 
44:51
Joe Cusick, VP of Wealth and Asset Management at MoneyBlock, discusses how to trade defined-risk option spread strategies in volatile markets. Joe covers two credit spread strategies to consider based on your bullish or bearish sentiment: Bear Call and Bull Put. He walks you through a concise logic chain that even professional traders may find helpful when trading these strategies. Original air date: 07/16/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 788 TradingBlockTV
Trading Credit Spreads
 
33:19
Presenter: Joseph Cusick, VP of Wealth and Asset Management, MoneyBlock Join Joe Cusick from MoneyBlock for Part Two of his webinar series on defined-risk Option Spreads. In this session, Joe discusses two credit spread strategies used based on bullish or bearish sentiment: Bear Call and Bull Put. He'll walk you through a concise logic chain that even professional traders may find helpful when trading these strategies. Original air date: 02/27/2014 Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 1054 TradingBlockTV
Using Options as Stock Replacement and More
 
40:43
Whether you have owned a stock for a long time and need liquidity, or you are seeking to participate in a high-flying (and expensive) underlying, LEAPS® (Long Term Equity AnticiPation Security) options might help you meet those strategic needs. Joseph Cusick of MoneyBlock leads this lively discussion on how to use these long-term options as a stock replacement vehicle and more. Original air date: 12/21/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 490 TradingBlockTV
New View on Selling Options into Market Strength
 
43:13
In this webinar, Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, explores the concept of buying into weakness (when the markets are moving down), and selling into strength (when the markets move up). Joe discusses a contrary approach to the popular opinion in which many investors, traders and advisors will buy assets showing strength, and sell assets showing weakness (a typical trend following approach). Original air date: 4/21/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 534 TradingBlockTV
Short Calls and Short Puts
 
40:09
Understanding the mechanics of short calls and puts may become empowering for any trader or investor. Join Joseph Cusick from MoneyBlock.com as he expands on these strategies beyond theory, and provides you a framework from which to build. This session seeks to provide you with a repeatable logic chain you can use every time you put these strategies to work. Original air date: 03/12/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 424 TradingBlockTV
Swing Trading with Option Spreads
 
48:02
Searching for ways to play stocks that display swing momentum (either up or down) with defined risk? Join Joe Cusick from TradingBlock.com and Vlad Karpel as they walk you through the do's and don'ts of two vertical option spread strategies: Bull Call and Bear Put Spreads. Learn when to deploy each defined-risk strategy and how to manage the position once you're live in the market. Original air date: 9/24/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 853 TradingBlockTV
Options Expiration: When to Roll, Close or Take a Loss
 
44:13
If you trade options with a standard monthly expiration, it's important to manage your position as you get within 10 days of expiration. You don't need to know all the theoretical details, but you must be prepared for the event, especially if you're short options where you don't control the exercise feature. Joseph Cusick, MoneyBlock’s VP of Wealth and Asset Management, discusses this topic and much more. Original air date: 11/05/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 384 TradingBlockTV
Weekly vs. Monthly Options
 
52:27
In this webinar, Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, leads a in-depth discussion on the benefits and risks of using Monthly and Weekly Options. Joe defines and differentiates both types of options, and then delves in a short study on strategies for using Monthlys and Weeklys using your outlook and time horizon. Original air date: 2/25/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 281 TradingBlockTV
Option Strikes, Spreads and Single Legs
 
51:46
Join Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock.com, as he gets under the hood and explains what market fluctuations can impact an option's price. Joe also explains his methodology for selecting option strikes when setting up a trade, and he defines a critical value known as "strike price risk". Finally, Joe discusses situations when is it might be better to use an option spread rather than a single leg strategy. Original air date: 5/7/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 279 TradingBlockTV
Strategies for Your IRA – Part 2: Protective Puts
 
25:20
This is the second of our three-part webinar series covering portfolio-based strategies that combine long stock with strategic and tactical option positions. In this session, Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, discusses the protective put, which marries puts to a long stock position. Joe provides a basic introduction to the strategy, including profit and loss risk graphs, trading concerns and common misconceptions associated with protective puts. Original air date: 12/10/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 172 TradingBlockTV
Passive vs. Active Investing
 
43:47
Many investors have been taught, whether in a economics or business class or by some investment guru on TV or online, that buy-and-hold is the only way to invest. Why isn't there more education on active management concepts, like portfolio strategies that incorporate option overlays? Joseph Cusick, Vice President of Wealth and Asset Management at MoneyBlock, compares portfolio strategies incorporating option overlays vs. a traditional buy-and-hold index approach. Original air date: 1/20/2016. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 504 TradingBlockTV
Option Greeks: Metrics to Understanding Profit/Loss Potential
 
42:03
The Option Greeks (Delta, Gamma, Vega, Theta and Rho) are "gauges" that can help you understand how an option price changes when the underlying stock's price, time, volatility, or interest rates move. Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, discusses these basic metrics and how they may help you better understand profit and loss potential prior to and after executing an options trade. Original air date: 8/3/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 1219 TradingBlockTV
Selling Condor Spreads
 
30:03
In this webinar, Joseph Cusick, Vice President of Wealth and Asset Management at MoneyBlock, discusses selling condor spreads, a 'breakout' strategy that can be generally used when you expect a relatively high-priced underlying stock or ETF to move sharply in price, either up or down. Joe reviews how to set up and enter a short condor spread order as well as evaluate gain/loss scenarios. Original air date: 4/27/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 444 TradingBlockTV
Strategies for Your IRA – Part 3: Collars
 
31:26
This is the last of our three-part webinar series covering portfolio-based strategies that combine long stock with strategic and tactical option positions. In this final session, Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, introduces the "collar", a combination strategy which includes long stock, buying protective puts, and selling calls. Joe reviews potential profit and loss risk graphs, trading concerns, and common misconceptions associated with utilizing collars. This is where we put it all together. Original air date: 12/17/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 1093 TradingBlockTV
Weekly Market Primer – June 8, 2015
 
23:10
Joseph Cusick, Vice President of Wealth and Asset Management at MoneyBlock, discusses last week’s market activity, and takes a look at upcoming market and economic events that may impact this week’s trading. Original air date: 6/8/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 270 TradingBlockTV
Strategies for Your IRA – Part 1: Covered Calls
 
32:13
This session begins a three-part webinar series covering portfolio-based strategies that combine long stock with strategic and tactical option positions. In this initial session, Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, presents an introduction to the covered call, including profit and loss risk graphs, trading concerns, and common misconceptions associated with the covered call strategy. Original air date: 12/03/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 335 TradingBlockTV
Weekly vs Monthly Options
 
52:32
Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock.com, leads a lively discussion on the benefits and risks of using Monthly and Weekly options. Joe defines and differentiates both types of options, and then delves into a short study on strategies for using Monthlys and Weeklys based on your outlook and time horizon. Original air date: 9/17/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 185 TradingBlockTV
Modern Portfolio Protection
 
54:36
Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, explores the various ways that equity and index options can be used to hedge individual stock positions or an entire portfolio. Joe discusses single stock hedging strategies such as collars, covered calls, and married puts, among others. Joe also covers strategies for protecting entire portfolios (using SPX options) as well as volatility management strategies (using VIX or VXX options). This discussion may help you better understand how your stock portfolio's volatility characteristics mirror those of the available hedging indices. Original air date: 11/5/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 384 TradingBlockTV
Options Expiration: When to Roll, Close or Take a Loss
 
52:43
Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, tackles the 'tactical' side to the monthly expiration cycle with ideas on how to manage your position as you get within 10 days of expiration. You don't need to know all the theoretical details, but you must be prepared for the event, especially if you're short options where you don't control the exercise feature. Original air date: 2/16/2016. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 996 TradingBlockTV
Defined-risk, Yield-based Trading
 
33:38
Do terms like "standard deviation", "probability of profit", and "defined risk and return" resonate with you as an investor or trader? If yes, then watch and listen as Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, leads an intensive discussion on how to refine your approach to premium selling using condors. For those of you unfamiliar with condors, Joe lays out a clear and repeatable logic chain designed to expand your thinking on defined-risk, yield-based trading. Original air date: May 21, 2014 Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 183 TradingBlockTV
Talking Volatility – June 17, 2015
 
23:24
Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, and market volatility expert Jeff Kilburg of KKM Financial discuss near-term volatility expectations. Get professional insight on how to implement tactical downside risk concepts and learn how asset allocation alone may not be the optimal answer. Original air date: 6/17/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 278 TradingBlockTV
The Impact of Low Liquidity
 
30:06
In this webinar, Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, discusses how liquidity and volatility levels can potentially impact your decision to trade a given underlying. More liquidity can often help you get in and out of a position at the desired price level, and volatility can help you assess potential moves of the underlying. But while low liquidity can cause wider bid/ask spreads, does it also cause implied volatility to be less accurate? Here, Joe evaluates underlying securities with relatively low liquidity with their implied volatility accuracy. Original air date: 3/3/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 98 TradingBlockTV
Weekly vs. Monthly Options
 
33:09
Join Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock.com, as he leads a lively discussion on the benefits and risks of using Monthly and Weekly options. Joe will define and differentiate both types of options, and then delve in a short study on strategies for using Monthlys and Weeklys using your outlook and time horizon. Original air date: 4/10/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 485 TradingBlockTV
Talking Volatility: Using Implied Volatility to Assess Strategies – June 24, 2015
 
27:57
Joseph Cusick, VP of Wealth and Asset Management at MoneyBlock, and market volatility expert Jeff Kilburg of KKM Financial discuss near-term volatility expectations. Get professional insight on how to implement tactical downside risk concepts and learn how asset allocation alone may not be the optimal answer. Original air date: 6/24/2015. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 473 TradingBlockTV
Long Calls and Long Puts
 
33:38
Presenter: Joseph Cusick, VP of Wealth and Asset Management, MoneyBlock Joseph Cusick from MoneyBlock.com discusses Long Calls and Puts option strategies. Joe explains his approach to analyzing and assessing these strategies via a straight forward and repeatable process. As a big believer in the "KISS" (Keep It Simple Stupid) method, Joe makes this session a "must see" for traders and investors of all experience levels. Original air date: 03/06/2014. Investing and trading may result in loss of capital. Options involve substantial risk and are not suitable for all investors. Please read "Characteristics and Risks of Standardized Options" prior to investing: http://www.theocc.com/about/publications/character-risks.jsp
Views: 577 TradingBlockTV