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Options trading offers a range of strategies for investors, and one of the most popular uses of options is for income generation.
Options trading offers a range of strategies for investors, and one of the most popular uses of options is for income generation.
The Augusta Rule, officially known as Internal Revenue Code Section 280A(g), allows homeowners to rent out their personal residence for up to 14 days per year without having to report the rental income on their tax return.
The Augusta Rule, officially known as Internal Revenue Code Section 280A(g), allows homeowners to rent out their personal residence for up to 14 days per year without having to report the rental income on their tax return.
Options trading can sound complex, but at its core, it’s simply another tool investors can use to manage risk, generate income, and potentially enhance returns.
Options trading can sound complex, but at its core, it’s simply another tool investors can use to manage risk, generate income, and potentially enhance returns.

Our Team — Advisors

Reza Zamani, AIF®, CPM®, CFS®, CAS®
Maz Esmailbeigi AIF®, CFS®, CAS®
Ali Zamani AIF®, CFS®, CAS®
Joseph Auday, CFP®, CRPC®
Jim Bray, CFP®
Andrew H. Jacobson
Ryan Saidi, AIF®
Luke Anderson, AWMA®
Eric Chamberlain
Mike Janis
Matthew Keller
John Perry, CPFA, CDS
Morten Roness, MBA
Mike Shotton
Rich Winer
Robert Venezia
Ceasar Garvida, CFP®, CIMA®
Roger Lopez
Brian Matthews, CFP®
Michael Rashtian
Wayne T. Slappy
Sam Sosa
Heidi Wilson, WMCP®, CDFA®
Mark Koellner, CFP®, CRPC®
Christine Mueller Coley, CFP®, CDFA®
Flavia Nunes
Kingsley Choi