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Who would request this session?
Looking for a solution to their specific scenario regarding tax harvesting
Wants to salvage a trade/portfolio which has gone horribly wrong and looking for various choices
Wants to manage portfolio risk by hedging
Wants to learn a specific method and need private session to take a deeper dive
Anything else regarding trading
Process
Once you fill out the form below, we get an idea regarding topics you are interested in discussing as well as your expectations. It is beneficial if you provide as much details as possible without any identifiable personal information.
What happens during the session?
Expect lot of Q & A as part of the discussion for better understanding of specific situation
Feasible solutions will be presented to you, in some cases more than 1 if available
Try to ask all your questions/concerns regarding any presented solution so you get a full 360 degree view with pros & cons of that solution
Do not expect miracles out of thin air
Charge - Fee will be discussed during initial review.
Things to remember
All information discussed during this session for educational purposes only.
Information should NOT be considered as financial advice nor recommendation for investment strategy.
All investments, especially stocks/etf/option are speculative in nature and involves substantial risk of loss.
We shall NOT be responsible and liable for any financial, investment or other decisions made by an individual/entity based on the discussed material.
Please do your own due diligence and seek professional advice from a financial advisor.
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