Edgemoore Financial Management, Futures and Options

 
 

 


Services
 



Broker Assisted Trading

A Broker-Assisted account is essentially an account whose owner retains complete control over every trading decision made within the account, and at the same time has the full attention of a licensed account representative. 

A trader with a Broker-Assisted account can have as much or as little help and input as desired.

Edgemoore Financial encourages you to review the following services provided for Broker-Assisted accounts. These services have been designed with one goal in mind… to help you with up-to-date research and timely trading alerts in the futures and commodity options arena.

At Edgemoore Financial Management a broker-assisted relationship provides all the following benefits and more at competitive round-turn commission rates:

• Execute & place orders on your behalf
• Keep you up-to-date on changing market conditions
• Education, Education, Education
• Help in understanding fundamental & technical analysis
• Conduct specific market research
• Provide research reports; historical and current
• Strategize and develop a trading plan
• Implementation of a trading strategy
• Teach you the principals of proper money management
• Learn the 12 Golden rules of trading
• Fulfill any of those needs unique to you as a trader
• And much more ~ call 800-707-0044 for complete details

Tax Benefits of a Futures Account

Due to an agreement between the U. S. Treasury Department and Congress, all gains earned from futures trades are taxed as if they were made up of 60% long term capital gains and 40% short term capital gains. This means that 60% of the gains are considered long term capital gains and are subject to a maximum federal income tax of only 15%, compared to the short term capital gains which are subject to a top tax rate of 38%. The net after tax results for gains made in futures and options on futures trading can be significantly higher for those clients who are in the upper U.S. income tax brackets. You should consult your tax advisor before investing.

Do not hesitate to contact an Edgemoore Financial Management professional to learn more about these programs and to find out if they are consistent with your overall investment portfolio and risk tolerance.


 

Futures and Options trading involves substantial risk of loss and is not suitable for everyone.