Matthew J. Santarsiero, CFP®

[Matthew J. Santarsiero, CFP® @msant531]

@StockOptionCole which are your highest conviction names

[Matthew J. Santarsiero, CFP® @msant531]

@JockoSandman what is happening?

[Matthew J. Santarsiero, CFP® @msant531]

@MattSoCall @NYSE_UAMY ?!?!?

[Matthew J. Santarsiero, CFP® @msant531]

@cekdrew insane!

[Matthew J. Santarsiero, CFP® @msant531]

@cekdrew @JohnIsRight89 Significant unrealized losses

[Matthew J. Santarsiero, CFP® @msant531]

@cekdrew @JohnIsRight89 If I wanted to tax loss harvest $uamy tomorrow what’s the most correlated security?

[Matthew J. Santarsiero, CFP® @msant531]

@paperstreetsoup @Liathetrader Right on. Best answer

[Matthew J. Santarsiero, CFP® @msant531]

@njshoreinvest Amazing. I like your posts. I’ve determined it’s a personal finance education gap wit young people. The problem is most, don’t know where to get started.

I’m local to you, live in AP. Would love to connect. I have some ideas for your situation maybe you’re already considering?

[Matthew J. Santarsiero, CFP® @msant531]

@growthrapidly Stock price doesn’t matter. I think you mean to point out market capitalization or other fundamentals…

[Matthew J. Santarsiero, CFP® @msant531]

@T_Gatzemeier Nice I would love to incorporate this into my education. What subscription are you using to accomplish this?

[Matthew J. Santarsiero, CFP® @msant531]

@reasonus4 @Barchart Why did you back off $remx

[Matthew J. Santarsiero, CFP® @msant531]

@JonahLupton How would you enter into a position? DCA? Do you ever sell puts?

[Matthew J. Santarsiero, CFP® @msant531]

@JoshTradeOption Gotya. I use interactive brokers and when I sell a put I don’t get the payment / premium right away.

[Matthew J. Santarsiero, CFP® @msant531]

@T_Gatzemeier Missing options overlays for protection and income

[Matthew J. Santarsiero, CFP® @msant531]

@markcecchini Congrats!

Thoughts on options overlay managers for income & protection for vested employer stock? Working with a google employee where this could be a good fit to keep exposure. They’re in the top bracket though. Checking out Jersey city manager-McMillan.

[Matthew J. Santarsiero, CFP® @msant531]

@MrNQDC @CoachMatias That number is very close to 0% for the avg wealth management client.

[Matthew J. Santarsiero, CFP® @msant531]

@wliang What does BD mean

[Matthew J. Santarsiero, CFP® @msant531]

@leadlagreport Few. So annoying

[Matthew J. Santarsiero, CFP® @msant531]

@bryanhasling What are some of the pros/cons?

Is the setup hard with Schwab?

What's the better alternative for a client already with a foundation that just needs to offset a large tax liability for this year only?