Timothy Li is a consultant, accountant, and finance manager with an MBA from USC and over 15 years of corporate finance experience. Timothy has helped provide CEOs and CFOs with deep-dive analytics, ...

Our SWAN & High-Yield Income Portfolios currently yield over 6 and 12% respectively. Our Quality and Speculative Growth Portfolios target exponential long-term (5-10 year holding period) returns. Take ...

Two other things to note with options and taxes. If you are assigned shares by a written put, the option premium does indeed reduce your cost basis when it comes time to calculate taxable capital gain ...