Discover effective strategies for managing stock options, including tax planning, cashless exercise, and optimizing profits from incentive and nonqualified options.

This week, I want to talk about options. More specifically, how a good stock screener is the best tool you can have for picking the right options. Regardless of whether you’re buying options or ...

Stock screeners have become essential tools for investors and traders seeking to navigate the vast and fast-moving world of equities. Whether you’re a novice trying to build a portfolio or a seasoned ...

Stock screening is commonly deployed by investors to ‘cut through the noise.’ The approach is especially useful when considering the thousands of options to choose from, which can often overwhelm ...

When I first started investing, I relied on traditional analysis. I read financial statements, analyzed earnings reports, and checked stock performance by hand. There were a few companies for which my ...

In investing, the so-called “bottom-up” approach to stockpicking starts with a business’s fundamentals and expands, upwards, ...

Amid growing fears of a stock-market bubble and correction, financial advisors are factoring in ways to shield stock-option planning from the impact. Widespread fears about a stock-price bubble ...