Charles Schwab Travel Notice
Advice on how to notify Charles Schwab that you are traveling in order to avoid any inconvenience.
Advice on how to notify Charles Schwab that you are traveling in order to avoid any inconvenience.
Explanation of the FIRPTA certificate which is part of the Foreign Investment in Real Property Act and has tax implications for foreign people and US citizens as both buyers and sellers.
Explanation of the short guts strategy for options and where it is best used.
Guide to the theory along with examples of the costless collar which is also known as a zero cost collar in trading.
Overview of Purchase Price Allocation commonly used in mergers and acquisitions and how it relates to tax.
Overview of a conduit trust which deals with the allocation of assets from an IRA(Individual Retirement Account).
Overview of an advanced trading strategy known as a reverse jade lizard and how to find the best stocks to use it on.
Explanation of this quick to calculate ratio which can help you evaluate and compare trading systems.
Identification of the Adam and Eve pattern and how it can be used to indicate a change in trend.
Explanation and examples of using the Chande Kroll stop indicator, especially regarding buy and sell signals.
Comprehensive overview of OTM Calls (out of the money) suitable for a beginner.
How an Etrade cash call occurs, what to do if you receive one and how best to avoid them.
Examination of 2 options for Thinkorswim dark pool data, Trade Flash which is built in to Thinkorswim and a user generated script based on Squeezemetrics’ data.
Explanation of soft dollar arrangements used by brokers which can be seen as hidden charges the investor pays for.
Quick, big-picture overview to understand business and consumer economic behavior when interest rates increase and decrease.
Overview of the theory and application of, plus your options to implement, the MACD crossover alert on Thinkorswim.
A look at Neo Waves in trading plus the similarly named NEoWave trading system.
Comparison between two similar general market tracking funds from Fidelity, FSKAX vs FZROX.
Examination of some of the more common Gold IRA scams and how to avoid them.
Explanation and examples of the differences between Roth 401k vs 401k for high income earners.
Overview of how to create a Silent Trust which can help avoid the creation of a “Trust Fund Baby”!
Overview of a separate property trust and why it is used, especially in pre-nuptual agreements and in divorce.
Overview of the theory behind a Bollinger Band Squeeze Scan plus the best options for implementing it onto Thinkorswim.
Explanation of the theory behind using Keltner Channels on Thinkorswim plus some of the best options to add this functionality.
ICLN vs QCLN: overview, differences and comparison of the clean energy ICLN and the green energy QCLN ETFs.
Explanation, calculation and uses of the Sharpe Ratio using the S&P Sharpe Ratio as an example.
Explanation of theory, use, plus coding modifications of the Thinkscript Compound Value function.
Overview of free and paid bull flag scanners on Thinkorswim plus the theory and strategy to use it.
Overview of your options to use cumulative delta on Thinkorswim. We look at free and paid options, plus tips on how best to use them.
Overview of why is money called Dough, Bucks, Quid, Bread, or Greenback?
Overview of a Personal Property Trust, when it is used and its advantages and disadvantages.
Definition, uses and examples of a personal property list for a will.
Origin and application of the famous quote to buy when there is blood in the streets.