The following is a list of the table of contents from the book, along with some comments from the author in parentheses:
Preface (Click on the tab above to read the complete preface to the book.)
PART I:
THE INVESTMENT PARADIGM SHIFT
Chapter 1 - The Case for a Slower Growth Stock Market (Discusses concerns about why we may not see the large stock market returns in the future that have occurred in the past and the increased viability for put and call option writing that may result from this.)
Chapter 2 - Exchange Traded Funds in Place of Mutual Funds (The case for using ETFs in place of mutual funds, including the ability to write puts and calls on ETFs but not on mutual funds.)
PART II:
COVERED CALL OPTION WRITING
Chapter 3 - Background Information on Covered Call Writing (Essential questions answered and the benefits, features and risks of covered call writing.)
Chapter 4 - Covered Call Writing: How It Works (Understanding both the buy and sell [writing] side of the covered call writing transaction.)
Chapter 5 - Calculating Covered Call Writing Opportunities (Setting an investment return goal, covered call writing strategy, and use of the Excel® template.)
Chapter 6 - Out-Of-The-Money Call Writing and In-The-Money Call Writing (Selecting appropriate call options to write depending on your view of the market.)
Chapter 7 - Using Margin for Higher Returns (For investors desiring leverage, an opportunity to almost double investment results.)
PART III:
PUT OPTION WRITING
Chapter 8 - Background Information on Put Option Writing (Essential questions answered and the benefits, features and risks of put option writing.)
Chapter 9 - Put Option Writing: How It Works (Understanding both the buy and sell [writing] side of put option writing transaction.)
Chapter 10 - Calculating Put Writing Opportunities (Setting an investment return goal, put option writing strategy, and use of the Excel® template.)
Chapter 11 - Out-Of-The-Money Put Writing and In-The-Money Put Writing (Selecting appropriate put options to write depending on your view of the market.)
Chapter 12 - Put Option Writing and Covered Call Writing: Two Complementary Strategies (Similarities and differences between covered call writing and put writing; using covered call writing when acquiring stocks and ETFs through put writing.)
PART IV:
COVERED AND UNCOVERED
PUT AND CALL COMBINATION WRITING
Chapter 13 - Background Information on Combination Writing (Essential questions answered and the benefits, features and risks of covered and uncovered put and call combination writing.)
Chapter 14 - Covered Put and Call Combinations: How It Works (Understanding how to use what was previously learned about covered call writing and put writing together in a covered combination.)
Chapter 15 - Uncovered Put and Call Combinations: How It Works (Understanding both the buy and sell [writing] side of the uncovered put and call option writing transaction.)
Chapter 16 - Calculating Uncovered Combination Writing Opportunities (Setting an investment return goal, the uncovered put and call option combination writing strategy, and use of the Excel® template.)
Chapter 17 - Out-Of-The-Money Uncovered Combination Writing (Selecting appropriate uncovered put and call options to write depending on your view of the market.)
PART V:
COMMON ISSUES FOR COVERED CALL WRITING,
PUT OPTION WRITING, AND COMBINATION OPTION WRITING
Chapter 18 - Using Technical Analysis as a Tool to Improve Option Returns (Utilizing a number of key technical indicators that may help timing and selection of put and call writing opportunities.)
Chapter 19 - Broker/Dealer Issues (Specific operational and compliance issues you may face with your broker/dealer in covered call writing, put option writing, covered and uncovered put and call combination writing; marketing your option writing program to clients and prospects; commission-based vs. fee-based income.)
Chapter 20 - Tracking Investment Performance Results (How to track option writing results against investment goals.)
Chapter 21 - Tax Consequences of Put and Call Option Writing (What you need to know about the tax consequences of put and call writing for your own and your clients' tax returns.)
Chapter 22 - Conclusion (A final word of encouragement before you begin your put and call option writing journey.)
PART VI:
MARKETING YOUR PUT AND CALL OPTION WRITING PROGRAM
Note: Compliance department approval required before using any of the marketing materials contained in the book.
Media Release - An informational release to customize and give to the press and other media announcing that you are providing option writing services to clients (also on Word® template).
Sample Speeches - Two 20-25 minute speeches about covered call writing and put option writing you can customize (based on any compliance requirements you must fulfill) and use for group presentations and speaking engagements that may help bring in new clients (also on Word® template)..
Prospect Letters for Direct Mail - Three sample letters about put and call writing you can use and customize for prospecting (also on Word® template).
Client/Prospect Booklets - The text of two 54 page 8 1/2" x 5 1/2" comb-bound booklets, available for purchase on this Web site, that can be used to promote covered call writing and put option writing to clients and prospects.
PART VII:
APPENDIX
Glossary (Terms applicable to covered call writing, put option writing, put and call option combination writing and related issues. See the "Terms" tab above for examples.)
How to Determine the Symbol for an Option (While an "option chain" is typically used to obtain information about an option's symbol, quotations and other information, you may wish to know the "ground rules" for how an option's symbol is determined.)
How to Use the Microsoft Excel® Option Templates to Calculate Option Writing Opportunites
How to Use the Microsoft Excel® Template "Advisor Income" to Compare Commission-Based vs. Fee-Based Charges (For covered call writing.)
How to Use the Microsoft Excel® Template "Results" to Track Option Writing Transactions
Checking Your Understanding and Answer Key (68 true/false and multiple choice questions covering the subject matter thoroughly.)
Index
About the Author
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