The Advisor's Option-logo

The Advisor's Option

Entrepreneurship >

Arming advisors with the info necessary to manage risk.

Arming advisors with the info necessary to manage risk.
More Information


United States


Arming advisors with the info necessary to manage risk.




Advisors Option 64: Looking Back on the Apocalypse

The Buzz: VIX Inventor Discusses the Dangers of Inverse, Leveraged VIX IndexesDid VIX Manipulation Cause the Massive Surge Last Week - as Alleged by Bloomberg?Last Week's Volatility Cost Options Traders Over a Billion in Slippage


Advisors Option 63: Using Options in IRAs

Tricks of the Trade: Using options in retirement accounts. The Buzz: What do informed advisors need to know? 2017 turned out to be a pretty good year for options2017 Fidelity RIA Benchmarking Study Office Hours: Listener questions and comments 2017 was the "Year that Volatility Died". So our first question of the week for 2018 is a puzzler. Quite simply: where do you think $VIX will close at the end of the year? Listener questions: What's on your mind?


Advisors Option 62: The Problems with Expiration

Options 101: Exploring Expiration Myths & Misconceptions The Buzz: Looking back on 2017: The year without volatility. Stealth hedging"


Advisors Option 61: Exploring Volatility in the Age of Trump

Tricks of the Trade: The Buzz Volatility and Market History in the Age of TrumpThe Rise and Fall of Modern Portfolio Theory Office Hours: Listeners have their say this article Options question of the week: Bitcoin just blew past $100B in "market cap." If options were available how would you trade them?


Advisors Option 60: Exploring the Hidden Nuances of VIX

Tricks of the Trade: An overview of VIX settlement. How does it work? Can it be manipulated? The Buzz: FINRA Orders Wells Fargo to Pay $3.4M Over Volatility-Linked ETPs. Office Hours: Listener questions and comments Refers to article: The Best Options Trading Advice: Don’t


Advisors Option 59: Using Options as a Passive Investor

Today's co-hosts are Marc Odo, Director of Investment Solutions, Swan Global Investments and Matt Amberson, Principal, Option Research & Technology Services. Tricks of the Trade: How do options fit into the active vs. passive debate? Active vs. Passive? It Doesn’t Matter, by Marc Odo. How do you incorporate options into a "passive" portfolio? The Buzz: Advisors Sticking With Active Investments: Practical Perspectives. ETF Use Keeps Growing (and Growing). An update on the ongoing DOL...


Advisors Option 58: Bringing Women Into The Options Fold

Co-Hosts: THE BUZZ Bringing women and advisors into the options fold - a look at IMCA, Boston Options Exchnage & Dymnd’S upcoming "All Women Want Options" webinar. A new report on the "typical" advisor from Investment Advisor Association - All advisors should pay attention to Amazon after their multibillion acquisition of Whole...


Advisors Option 57: Beware of Gamma and Flying Deltas

Options 101: Gamma: Measuring the Changes in Delta The Buzz: The low volatility regime continues: 7 of the 11 days in the past 20 years where VIX has been below 10% have occurred since mid-May 2017. Two studies, two different conclusion about alts & hedge funds. Office Hours: Listener questions and comments: Advisors Option Flash Poll. With $VIX hitting new lows and $SPX new highs, what is your financial advisor telling you about using #Options? Listner Questions:


Advisors Option 56: How to Sell Options When VIX is Low

In this episode Mark is joined by co-hosts: Tricks of the Trade: Selling options in a low volatility environment. What are some ways that advisors/asset managers can maintain the income component of their portfolios, without taking unnecessary risks? Options 101: Information advisors need to know Rho: Interest Rates Impact on Option Pricing The Buzz: What is happening in the industry? Why Volatility Is an Investor’s Worst Enemy: Searching for Alpha Office Hours: Question from Ian...


Advisors Option 55: The Truth About Options Backtesting

In this episode, Mark is joined by co-hosts: Tricks of the Trade: Looking at Options Backtesting The Buzz: A recap of the 2017 OIC Conference. Cerulli study says financial advisors who currently use options expect to increase use of options by 30% in three years. Office Hours: Options Question of the week This volatility implosion is starting to make people nervous. It's VIX limbo time: How Low Can It Go in 2017? Currently: Listener Questions:


The Advisors Option 54: Live from the Swan CIO Summit

Recorded live at the Swan CIO summit, Mark is joined by: They discuss: Office Hours: Listener questions and comments


Advisors Option 53: What Do Advisors Think About Volatility?

In this episode, Mark is joined by co-hosts: The Buzz: What are the hot topics in the world of financial advisors? OCC Educating Lawmakers on Potential Impact on Tax Reform on Listed Equity Options Market Office Hours: Answering listener questions and comments


Advisors Option 51: Trump, ETFs, Covered Calls and More

Today, Mark is joined by co-hosts Chris Hausman and Aash Vyas from Swan Global Investments and Russell Rhoads from the CBOE Options Institute. The Buzz: The Dawn of a New Regime - how will it impact the markets? An overview of the STAC Regulatory Reform Session: the Choice Act, the Volcker Rule, migration of OTC derivates and DOL fiduciary rule. A breakdown of Inside ETFs Conference: A preview of the CBOE RMC Conference: A new paper from Swan Global Investments: What Return Are You...


The Advisors Option 49: Analyzing the Impact of Post-Election Volatility

Options 101: Looking back at post-election volatility. How has it impacted the options market and your current trade style or outlook? Takeaways: The Buzz: What do busy advisors need to know? Straight Talk on Put OptionsFunds go exotic with put-write options to stem volatility Office Hours: Taking listener questions and comments Options#QuestionOfTheWeek: Commodities are capturing a lot of attention and generating a lot of #Volatility. What's your option of choice?


Advisors Option 48: Elections And Volatility

The Buzz: What are the hot breaking topics in the world of options? Presidential Elections and Option Implied VolatilityVIX in October in election years


Advisors Option 47: Collars Revisisted

Options 101: Collars Revisited. Inspired by a listener question, we review the collar strategy Question from Talos - I enjoyed your panel presentation on The Holy Grail of the financial markets with Randy Swan and Mike Cavanaugh. I realize this panel was from a few years ago. Have there been any updates with regards to data on collars? Are they still effective tools for advisors looking to mitigate portfolio risk? On a specific note are they applicable to concentrated equity positions? I...


Advisors Option 46: Futures Options Revisited plus the 60-40 Debate

Options 101: Futues Options Strategies Other topics: The Buzz: With experts questioning the 60/40 rule, advisors should consider incorporating alternatives.


Advisors Option 44: John Oliver and the Hunt for Yield

Tricks of the Trade: Today's guest co-hosts are Chris Hausman, Portfolio & Chief Technical Strategist, Swan Global Investments and David Beth, Co-founder, Wallacbeth Capital. They discuss: Options 101: The topic of this segment today comes to us courtesy of a listener question. Adjustments are where the rubber meets the road from an options perspective: Office Hours: Listener questions and comments


Advisors Option 43: Financial Advisors Vs. Hairdressers

The Buss: Looking back at the Swan Advisor Conference Swan Conferences websiteSwan Global Investments website The ugly from the Swan April newsletter: Office Hours: Listener questions and comments


Advisors Option 42: Live from the Swan Global CIO Conference

In this episode, Mark is joined by Marc Odo, Micah Wakefield, and Chris Hausman. They discuss their big take-aways from the conference, including: Good reception to the thoughts on the retirement conundrum Using options for safety and income generation The importance of discipline in risk management. (Have a plan!) How options have become more mainstream The importance of education Fragmentation and the proliferation of options exchanges Inside, outside, and outer rim markets How to get...


Try Premium for 30 days

Live games for all NFL, MLB, NBA, & NHL teams
Commercial-Free Music
No Display Ads