Trading Strategy Desk
Learn to trade more effectively, implement sophisticated options strategies, and seize opportunities in every market with one-on-one support and educational resources from Schwab—all at no additional cost.
The knowledge you need to stay ahead of the competition
Our trading education and strategy consultations are designed to tackle today's challenges and help you evolve with changing client needs.
Personalized strategy consultations
- Find new ways to generate income from holdings
- Protect positions against market volatility
- Mitigate risk in concentrated holdings with options strategies
Weekly trading webcasts
- Learn trading tips and tricks—from the basics to advanced strategy implementation
- Tap into current market commentary, technical analysis and economic updates
- Get ideas for implementing trading strategies with thinkpipes®
Market Insights: Macro Monday and trading articles
- Get updates on major equity indices, sectors, commodities and rates
- Review last week's catalysts and the current week's outlook
- See our calendar of the week's important economic data, plus a chart of the week focusing on technical analysis or economic data
Expand your clients' options...with options.
To learn more, request a consultation with one of our experienced strategists today.
Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request.
Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.
Investing involves risk, including loss of principal.
Schwab does not recommend the use of technical analysis as a sole means of investment research.