Coffee With Cott
Welcome to Coffee With Cott, a new blog and podcast series from The Options Industry Council's Financial Advisor Division that is focused on the advisor space. Written by Eric Cott, a former advisor who has been the Director of Financial Advisor Education at the OIC since he developed the organization's outreach program in 2009, Coffee With Cott has a two-fold goal: to provide unique insight on the responsible use of exchange-listed options, and to help you have conversations with your clients about these versatile risk management assets. Along the way, there might be a few sports references or humorous takes, but Coffee With Cott will mostly be about offering percolating insight on options strategies, as well as practice management ideas.
December 16, 2019
Looking for New Options? OIC's Advisor Education Can Be Your Guide
Over the past several months, The Options Industry Council's Coffee With Cott blog, which we started with financial advisors and RIAs in mind, has covered a lot of ground. So I wanted to take this opportunity to do a couple of things: First, look back on a few topics we addressed in 2019 that I believe will serve advisors again and again, and second, preview some of what we've got for you when the new year arrives.
November 1, 2019
Are Your Clients Getting Frustrated? Time to Look at Your Options.
Options aren't necessarily going to be right for every client or every situation, but in my view they often deserve consideration, especially for managing risk or generating income. Let's look a little closer at how they might be incorporated to the portfolios you oversee, and how they can help you, the advisor, possibly provide another tool for your clients
October 2, 2019
5 Simple (but Great) Fall Cleaning Tips for Financial Advisors
The media and retail outlets often barrage us with the necessity of a fall clean-up so that we can get prepared for the change in seasons. Full disclosure: As a resident of the Southern U.S., that may not be at the top of my to-do list, but for many of you advisors in other parts of the country it surely may be a requirement.
September 3, 2019
Feeling Defensive? Then Consider Your Options.
When you've got a defensive-minded client, options can provide alternatives that may be effective without being overly complex.
August 1, 2019
Millennials and Gen Z investors: A Bridge Worth Building
For financial advisors today, it may be easy to worry that the challenge of gaining the trust of millennials and Generation Z investors is just too much. Although they may want to have a talk about stocks, bonds and other assets, they also might be thinking there's no way to compete with all the other time-consuming parts of their world.
July 8, 2019
Option Strategies that can Potentially Protect Capital Gains
When you've got a client who's sitting on gains in their portfolio, it's great news all around. They're out living the good life, buying lattes made from the world's rarest and richest beans, and you get the satisfaction of knowing your advice may have helped them get there.
June 1, 2019
Are Options Overlays a Must?
Many investors – large, small and every account size in between – wonder at some point if the best they can do is keep pace with the market's ups and downs. Should you just go the passive route? Or should you be active?
May 1, 2019
How Practitioners Can Get Started with Options
You may have learned just enough about options to get licensed, but then what?
April 1, 2019
Options Terms You Need to Know
If you're going to have a conversation with your clients, it's imperative to be familiar with options vernacular and the industry lingo.
March 1, 2019
Overcoming the Misconceptions About Options
The data tells us that a large percentage of advisors are using options for their clients. That's great to hear. At the same time, a whole lot more are not using options. Not so great, in my opinion.
February 1, 2019
So, Volatility's a Thing Again. Now What Do You Tell Your Clients?
For anybody in the financial markets, 2018 won't be forgotten anytime soon. We had record highs for stocks, followed by big, bearish moves downward.
Coffee With Cott Podcasts
Welcome to Coffee With Cott's, new podcast series from host Eric Cott, and recorded by Options Insider Radio. Coffee With Cott podcast series will have honored guests from throughout the industry, giving insight to the use of options to enhance your clients portfolios. Along the way, there might be a few sports references or humorous takes, but Coffee With Cott will mostly be about offering percolating insight on options strategies, as well as practice management ideas.