Where Options Fit in the Modern Advisor’s Toolkit
About this episode
Ben Carlson and Will Bergen discuss how managed options strategies can benefit financial advisors and their clients.
On this episode of Talking Wealth, Ben Carlson is joined by Will Bergen from Canvas to discuss the Canvas Managed Options program to break down how advisors can use managed options strategies to address real-world client needs—from generating incremental cash flow and managing downside risk to navigating concentrated stock positions. We explore how covered-call and hedged-equity strategies work, what investors are giving up in exchange for income or protection, and why an options overlay can offer a different solution than simply reducing a client’s equity allocation. We also discuss how Canvas applies a rules-based approach to option selection and risk management across both concentrated and diversified portfolios. This episode is sponsored by Exhibit A. Learn more at: https://exhibitaforadvice.com/ For more from Talking Wealth sign up at: https://talkingwealthpod.com/ Follow Us On Social Media: Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn…
People in this episode
Host: Ben Carlson
Guest: Will Bergen
Topics covered
- options strategies
- financial advising
- risk management
- cash flow generation
- investment strategies
Keywords
- options
- financial advising
- risk management
- cash flow
- investment strategies
Sponsors
Exhibit A
Mentioned in this episode
Organizations: Canvas, Ritholtz Wealth Management
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