Trading

Learn how to develop and implement a trading plan that consists of analyzing the markets, filtering for potential opportunities, assessing risks, executing trades, and evaluating results. 

Understanding Dividend Risk: Basics and Examples

When holding a short call option on a dividend-paying stock, traders should understand how dividend risk can affect options pricing, early assignment, and strategy outcomes.

The Large Trader Rule: What Clients Need to Know

The Large Trader Rule requires traders whose transactions hit certain thresholds to register with the SEC and meet ongoing compliance requirements. Here's how to remain compliant.

What Is Swing Trading and How Does It Work?

Swing trading seeks to profit from moves lasting from days to weeks by using technical analysis to spot price patterns. It requires skill, precise execution, and discipline.

Sentiment Boxes to Check: Market Condition Metrics

Several metrics including Schwab's STAX report, investor sentiment data, and the greed and fear index can help investors glean how participants view market conditions.

Spot and Stick to Trends with ADX and RSI

Used together, the Average Directional Index and Relative Strength Index can help traders assess a stock's trend, how strong it is, and whether it may be overbought or oversold.

Basics of Single-Stock ETFs: Leveraged and Inverse

Single-stock ETFs offer leveraged or inverse exposure to a single company. These funds pose unique risks and aren't for everyone. Here are a few basics.

Trading the News

Four common types of news releases—and how to consider trading them.

Weekly Trader's Outlook

Stocks had a volatile week, but are on track for weekly gains, as investors overlook a flare-up in the Iran conflict in favor of Q2 earnings optimism.

Looking to the Futures

September Oat Futures (/ZOU26) have found a consolidative price floor as ample supply meets subdued demand.

Understanding Margin Interest

Even if traders don't intend to use margin, there are actions that can trigger margin interest. Here are tips for understanding and reducing the potential of a margin loan.