Joe is Managing Director of Trader Education at Schwab. He has over 19 years of investment management experience assisting institutional and retail clients, including time as a portfolio manager, Cboe and International Stock Exchange market maker, and options risk manager.
Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.
Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.
Market volatility, volume, and system availability may delay account access and trade executions.
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