The Options Insider Radio Network

Advisors Option 66: The Great Listener Question Palooza

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Office Hours: It 's all listener questions today Comment from Avery - Interesting piece about when to fire your financial advisor on the street today. Your thoughts? https://www.thestreet.com/story/13747897/1/5-justifiable-reasons-why-you-can-and-should-fire-your-financial-advisor.html Question from B. Goldberg - I have a large number of SMAs with smaller balances (typically $5,000 - $10,000) from new clients. Most are younger clients willing to try their hands at newer products beyond stocks including options. What are some good options use cases for these types of smaller accounts? Question from Leslie Necing - Morningstar has an option-based category for their funds. But it includes everything from volatility funds to overlays so it 's hardly useful for comparison purposes. What categories should they include to provide more meaningful comparisons for people looking for options funds? Question from Scott Somer:How would movement to treat capital gains to FIFO for the underlying stocks be good or bad for t