As the Year Ends: Finding and Understanding Gains and Losses
Summary
As we approach the end of the year, it’s important that you know how to find your gains and losses in your etrade.com account. We’ll look at long- versus short-term gains/losses, open positions, how to close positions and how to identify losses. This session will help point you in the right direction for using etrade.com to prepare for the new year.
Speaker
Investor Education at E*TRADE from Morgan Stanley
Rick is Vice President of Investor Education with E*TRADE from Morgan Stanley.
As a veteran speaker and educator, Rick has presented for over 20 years across the U.S., Canada, Europe, and Asia. His background covers technical analysis, market strategy and risk management. Rick has presented with some of the top financial exchanges including the Chicago Board Options Exchange, the Chicago Mercantile Exchange and NASDAQ OMX. He has extensive media experience including a regional PBS weekly show as well as numerous radio and television appearances.
Rick was the managing supervisor of one of the earliest online trading firms. He began his career as an Engineering instructor and a Propulsion Engineer on the F22 Raptor program for the USAF Systems Command.
His undergraduate and graduate studies focused on Systems Engineering, Mathematics, Operations Research and Statistics. He holds the Series 7, 24, and 63 licenses.