Derivatives Sales

By Rick Rosenthal, Director, Derivatives Sales When clients need to borrow money, financial advisors typically rely on familiar tools like margin loans or pledged asset lines. But there’s another long-standing approach that’s starting to get more attention in advisory conversations: the SPX short box spread. When used in the right situation, a short box spread can offer an established way to meet certain short-term liquidity needs, sometimes at lower borrowing costs.