Volatility is inevitable. Panic isn’t. The right options strategy – especially when applied to index positions – can create a layer of protection and opportunity. The latest post in our series on options explores how we use advanced options strategies to help clients manage risk, enhance yield, and stay invested with confidence. ICYMI: Part one https://lnkd.in/g_FtUGCf Part two https://lnkd.in/gsxNMQzc Part three https://lnkd.in/g7FwHNFz
Portfolio Management / Derivatives / Equities Research / Trading
3wIndex options also provide tax benefits for certain taxpayers: Since Index options fall under Section 1256 of US tax code and are subject to the 60/40 tax rule, meaning: 60% of the gains/losses are taxed as long-term capital gains (even if held for less than a year). 40% are taxed as short-term capital gains (ordinary income rates).