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When it comes to navigating market complexities, advanced investors often turn to index options as a powerful tool. Unlike single-stock options, index options provide broad market exposure, unique flexibility, and a range of strategies to manage risk and enhance returns.
When it comes to navigating market complexities, advanced investors often turn to index options as a powerful tool. Unlike single-stock options, index options provide broad market exposure, unique flexibility, and a range of strategies to manage risk and enhance returns.
For investors with a large portion of their wealth tied up in a single stock, the stakes are high. Whether it’s a legacy position in a company you helped build or a significant holding in a high-performing stock, concentrated positions can leave you vulnerable to market volatility.
For investors with a large portion of their wealth tied up in a single stock, the stakes are high. Whether it’s a legacy position in a company you helped build or a significant holding in a high-performing stock, concentrated positions can leave you vulnerable to market volatility.
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.

Our Team — Advisors

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