60/40 Financial focuses on credit spreads where we actually receive money for selling options on certain indexes. The odds are that the options will expire worthless and we will keep the premium received at the initiation of the trade. This “technique” is nothing new, and since the The Commodity Futures Modernization Act of 2000 (CFMA), it has been an excellent way to actively manage a portfolio while not getting hit with short-term capital gains.

We restrict the positions in our model portfolio to broad-based indices rather than individual stocks or commodities. This restriction removes greatly the exposure to risk by individual company news, litigation, and other catalysts. In addition, through our use of risk-defined positions, we reduce both the frequency and costs commonly associated with actively managing an account.

Once registered, each member receives:

1. An initial 45-minute training session and Q&A period.  In this session, we’ll cover:
   • Introduction to the strategies
   • Introduction to indicators
   • Introduction to tools, such as charting, etc.
2. Strategy Guide handed out at the initial session and the second training session is scheduled.
3. Members study the Strategy Guide on his/her own between the sessions.  Our team is available via email throughout this time period to clarify anything needed and answer questions.
4. In-depth training sessions to look at real life examples and put the training into practice. Up to 3 hours.

In addition, each member receives the following:

• One free month of the newsletter in which we discuss the coming option cycle, macro events, economic events and other items of interest. As a member, you are invited to participate and submit questions that you might have and we will discuss them in the newsletter.
• 60 days of unlimited email access to the 6040 Financial staff.

If you have any questions or would like to register for 60/40 Financial’s education, please contact us.