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Knowledge

• Investing Basics
• Advanced Trading
  • How to trade futures
  • How to trade options
• Retirement Planning
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• Events
  • Webinars
    • New to investing: How you can invest, and why
    • Investing in ETFs at E*TRADE
    • Getting started with options
    • New to investing: Introduction to the stock market
    • Using stock research at E*TRADE
    • Introduction to futures trading
    • Options tools: Identifying opportunities & researching strategies
    • Using options for speculation
    • Introduction to stock chart analysis
    • Finding stock ideas at E*TRADE
    • Navigating the ETF Landscape
    • Be tax prepared: What to know before April 15
    • Sell premium: How to use options to trade stocks you like
    • US Participants - Learn about your E*TRADE Stock Plan Account
    • US Participants - Learn about your E*TRADE Stock Plan Account
    • US Participants - Learn about your E*TRADE Stock Plan Account
    • non-US Participants - Learn about your E*TRADE Stock Plan Account
    • non-US Participants - Learn about your E*TRADE Stock Plan Account
    • non-US Participants - Learn about your E*TRADE Stock Plan Account
    • non-US Participants - Learn about your E*TRADE Stock Plan Account
    • non-US Participants - Learn about your E*TRADE Stock Plan Account
    • non-US Participants - Learn about your E*TRADE Stock Plan Account
    • Retirement planning for small business owners with T. Rowe Price
    • Introduction to stock fundamentals
    • Introduction to stock chart analysis
    • Introduction to options
    • Narrowing your choices: Four options for a former employer retirement plan
    • Maximizing retirement savings
    • Funding your future with a tax-free Roth account
    • ETF foundations: Learning the basics of ETFs with J.P. Morgan Asset Management
    • Focus on futures webinar week
    • Selling covered calls
    • Selling secured puts
    • Building a portfolio for every life stage
    • Bond investing for retirement income
    • Fixed income for today’s retirement planning
    • Discover the power of dividends
    • Basic options income strategies
    • Keep more of what you earn: Creating a more tax-efficient portfolio
    • No amount too small: Options in a $5K account
    • Protect portfolios with put options
    • Finding direction: Trending indicators and how to interpret them
    • Stocks on the move: A closer look at momentum indicators
    • Beyond retirement: Beneficiary planning and the Stretch IRA
    • Technically speaking: Techniques for measuring price volatility
    • Mapping out your retirement income plan
    • Options volatility: what you need to know
    • Technical analysis measured moves
    • Essential Steps to help achieve financial independence
    • Options debit spreads
    • Getting started with options
    • Order types: From basic to advanced
    • Protecting profits, positions, and portfolios with put options
    • Achieving diversification with mutual funds and ETFs
    • Power E*TRADE: Find and seize opportunity
    • The next wave of China tech: Looking beyond China’s largest technology firms
    • Put writing strategies
    • Credit spreads: A next-level options income strategy
    • Introduction to leveraged ETFs
    • Welcome to Focus on Futures Webinar Week
    • Diversifying with Futures
    • Futures for Stock Traders: The New CME Micro E-minis
    • Using Technical Analysis to Trade Futures
    • Introduction to markets and trading
    • Introduction to technical analysis
    • Getting started with options
    • A trader’s approach to using ETFs
    • Inside options: The anatomy of an in/out spread
    • A trader’s approach to stock screening, analysis, execution, and management
    • Introduction to candlestick charts
    • Turning time decay in your favor with diagonal spreads
    • Margin account trading
    • Small business retirement plans: Understanding your choices
    • Building a balanced portfolio for every life stage
    • Power E*TRADE for stock traders
    • Investment considerations for company stock plan benefits
    • Cutting through the clutter with E*TRADE fund screeners
    • Mirrored options strategies
    • Options tools: Identifying opportunities and researching strategies
    • How mutual funds work: Answers to common questions
    • Options trading in plain English
    • Let’s get real: The anatomy of an options trade
    • Covered calls: Where many options traders start
    • Putting it all together: Placing your first options trade
    • Translating the Greeks: Quantifying options risk
    • Multi-leg strategies: Stepping up to options spreads
    • Propelling your options trading with Power E*TRADE
    • The art and science of diagonal spreads
    • Doing your homework: Options analysis on Power E*TRADE
    • Taming the iron condor: An income strategy for a range-bound market
    • Gaining Exposure to the S&P 500® with SPX ® Options
    • Trade options anywhere with the Power E*TRADE app
    • Charting markets
    • Finding stocks
    • Investment moves for today’s market
    • Introduction to option strategies
    • Introduction to chart analysis
    • Trading with call options
    • Trading with put options
    • Using moving averages
    • Confirming price action
    • The Power E*TRADE platform keeps getting more powerful
    • Charting stocks with Power E*TRADE
    • Finding technical ideas
    • Trading spreads: A leg-up options strategy
    • Getting started with options
    • New to investing: How you can invest, and why
    • New to investing: Basics of stock selection and analysis
    • Introducing Power E*TRADE
    • How to use stock charts
    • Charting stocks on Power E*TRADE
    • New to investing: How to find and buy stocks at E*TRADE
    • Options income from covered calls
    • Protecting profits, positions and portfolios with put options
    • Understanding how bonds fit within a portfolio
    • How to find, analyze, and trade options like a pro with Power E*TRADE
    • Introduction to futures: Speculating and hedging
  • Virtual Events
    • Options Forum
  • market-insights
    • Charting the markets
    • Charting the markets
    • Stocks on the move
    • Stocks on the move
    • Charting the markets
    • Stocks on the move
    • Charting the markets
    • Charting the markets
    • Charting the markets
    • Charting the markets
    • Charting the markets
    • Charting the markets
    • Charting the markets
    • Stocks on the move
    • Stocks on the move
    • Stocks on the move
    • Stocks on the move
    • Stocks on the move
    • Stocks on the move
    • Stocks on the move
  • platform-orientation
    • Getting started at ETRADE
    • Getting started at ETRADE
    • Getting started at E*TRADE
    • Getting started at E*TRADE
    • Getting started at E*TRADE
    • Getting started at E*TRADE
    • Getting started at E*TRADE
    • Getting started at E*TRADE
    • Getting started at E*TRADE
    • Getting started at E*TRADE
• Library
  • Getting Started
    • How do I get started investing online?
    • What's the difference between saving and investing?
    • What is a dividend?
    • What is dollar-cost averaging?
    • What are the biggest myths in investing?
    • Intro to asset allocation
    • Building and managing your portfolio
    • How do you prioritize your savings and financial goals?
    • Almost magic: compound interest explained
    • Introduction to investment diversification
    • Market Capitalization Defined
    • Run your finances like a business
  • Stocks
    • How to day trade
    • Understanding day trading requirements
    • Generating day trading margin calls
    • Forces that move stock prices
    • Managing investment risk
    • The basics of stock selection
    • What to consider before your next trade
    • Evaluating stock fundamentals
    • Evaluating stock with EPS
    • Intro to fundamental analysis
    • Introduction to technical analysis
    • Understanding technical analysis charts and chart types
    • Understanding technical analysis price patterns
    • Understanding technical analysis support and resistance
    • Understanding technical analysis trends
    • Understanding the basics of your cash account
    • Understanding cash substitution and freeride violations for cash accounts
  • Futures
    • Why trade futures?
    • How much is needed to trade futures?
    • What are the basics of futures trading?
    • How do I speculate with futures?
    • How do I manage risk in my portfolio with futures?
    • How can I diversify my portfolio with futures?
    • Futures products for equity traders
    • Definition of a futures contract
    • Discover WTI: A global benchmark
    • Get to know futures expiration and settlement
    • Introduction to precious metals
    • Futures contract specifications
    • Margin: Know what's needed
    • Mark-to-market
    • Understanding futures expiration & contract roll
    • Tick movements: Understanding how they work
    • Bitcoin Basics
    • What you should know about bitcoin
    • Initial coin offerings: Know before you invest
  • Options
    • Why trade options?
    • Getting started with options
    • 3 common mistakes options traders make
    • Buying calls
    • Buying puts
    • Potentially protect a stock position against a market drop
    • Selling calls
    • Selling puts
    • Understand the risk of cash-secured puts
    • Understanding Options Greeks
  • Margin
    • For your consideration: Margin trading
    • Understanding the basics of margin trading
    • How to trade margin with your IRA
    • Portfolio margin: Basic hedging strategies
    • Portfolio margin: The value of an option
    • Portfolio margin: The rules behind leverage
  • ETFs & Mutual Funds
  • Bonds and CDs
    • What is a bond?
    • 4 Basic things to know about bonds
    • Types of bonds
    • What are bond ratings?
    • Investing in bonds
    • Intro to bond indexes
    • The basics of municipal bonds
    • The basics of bond ladders
    • The advantages of bond swapping
    • Bonds vs. bond funds
    • Bonds, interest rates, and the impact of inflation
    • Understanding brokered CDs
  • Retirement Planning
    • How do I start saving for retirement?
    • 6 ways to simplify your retirement portfolio plan
    • Five retirement investing myths
    • 4 options for your old employer retirement plan
    • Understanding IRA rollovers
    • Thinking about a Roth IRA conversion
    • Retiring soon? our 6-step checklist if you're getting ready to retire
    • IRAs for minors
    • Understand the choices for inherited IRAs
    • Best practices for beneficiary designations
    • What are small business retirement plans?
    • Business owners: How to set up a SEP IRA
    • Social security: What benefit-juicing strategies are left?
    • How to tap retirement funds before age 59½
    • Taking a distribution from an IRA
    • Understanding required minimum distributions (RMDs)
    • Your future income need: Defining and prioritizing expenses in retirement
  • Taxes
    • Cost basis: What it is, how it's calculated, and where to find it
    • Understanding the SECURE Act of 2019
    • What is tax loss harvesting?
    • What is a Wash Sale?
    • Five possible solutions to pay your tax bill
    • Understanding the alternative minimum tax
    • Capital Gains Explained
  • Platform Demos
  • Stock Plans
    • Understanding employee stock purchase plans
    • Understanding restricted and performance stock
    • Understanding stock options
  • Perspectives
    • Market Dashboard
    • Monthly Sector Rotation
    • Market Happenings
      • Stocks surge in June on potential Fed assist | E*TRADE
      • Record-breaking expansion
      • Maybe millennials don’t have it so bad
      • Q2 earnings season: A potential mixed bag of results
      • Fed cuts interest rates by 0.25%
      • Stocks advance in July before Fed acts | E*TRADE
      • A note about recent market volatility | E*TRADE
      • Making sense of the latest volley in the US-China trade war
      • Breaking down the inverted yield curve
      • More tariffs are coming: Who pays for them?
      • That's a wrap on Q2 earnings
      • August downer: Tweet, rinse, repeat | E*TRADE
      • Defining excellence: Kiplinger’s ranks E*TRADE best online broker for 2019
      • September repeat: Fed trims rates again
      • Energy gets an unexpected bounce: Can it last?
      • Markets ride out September to remember | E*TRADE
      • Manufacturing downturn spooks investors
      • Brexit: It’s time to deal as Halloween deadline nears
      • Diving into the young investor mindset
      • Halloween hat trick: Fed cuts rates again
      • Markets scare up an October win | E*TRADE
      • Q3 earnings season: When good news isn’t always what it seems
      • A tale of two economies
      • It's beginning to look a lot like retail season
      • Market sends good tidings in November | E*TRADE
      • Fed takes winter holiday
      • US and China reach Phase One trade agreement
      • Market wraps up record year | E*TRADE
      • Middle East turmoil stirs up markets
      • Q4 earnings kickoff
      • Investing amid climate change
    • Daily Insights
      • Second-chance trades
      • Year of the IPO
      • Pullback-after-the-peak
      • Light trading, solid gains
      • All stacked up
      • Momentum rider
      • The July indicator
      • Seen this movie before
      • What the Fed said
      • Deep discount trading
      • Airlines cruise into earnings season
      • The options option
      • The rally and the range
      • Hedging its bets
      • A miss and a swing
      • If the shoe fits
      • Tech without the target
      • Sentimental trading journey
      • Fed on deck
      • Extra credit trading
      • The bull and the bear of it
      • Utility player with all-star numbers
      • Volatility insider
      • Summer slump
      • Rebound or rout?
      • Riding the volatility wave
      • Testing the market's mettle
      • Tech on, tech off
      • Trade war sends stocks on wild ride
      • Soldiering on with services stocks
      • Market pivot
      • Financial stocks nearing inflection point?
      • Blue-chip attempts to stick landing
      • Market takes inversion excursion
      • Divergence convergence
      • Silver linings in market clouds
      • A house divided?
      • Stock market spree
      • The tweet heard round the world
      • September’s bad rap
      • Media message
      • Biotech breakout
      • Insurers buck sector—and market
      • Bulls test range
      • Gamers starting to show game?
      • Back in the zone
      • Breaking down a breakout
      • Stocks within striking distance
      • Online marketplace gets a bid
      • Converging catalysts
      • An overlooked rotation story?
      • Streaming wars heat up
      • Market upswing, Fed in the wings
      • Trend reversal or interruption?
      • Oil story fuels potential airline opportunity
      • Trading beyond the IPO
      • Stock’s move ain’t peanuts
      • Big news, quiet market
      • The upside of downside
      • Back on the sunny side of the Street?
      • Pricing a pullback
      • Tech stock technicals
      • Stocks process latest Washington drama
      • Pressing the range
      • Investing theme, trading opportunities
      • Checking in on October
      • A bullish put development?
      • Rocktober market
      • Priming the momentum pumps
      • Who let the dogs out?
      • Tickers on the move
      • Trend retracement hits key level
      • Stocks embrace "phase one"
      • Stocking up on staples
      • Shovel-ready stocks?
      • A material (stock) difference
      • Household bargain?
      • Earnings season opens strong
      • After the storm
      • Pills, pullbacks, and politics
      • Ready to shine?
      • IPO seeks relaunch
      • Tech index makes it official
      • Upstream trading
      • Hot or not?
      • The bullish case
      • The numbers are in
      • New records as Q4 heats up
      • Health care gets shot in the arm
      • Stocks near high-profile retracement levels
      • Untapped potential?
      • Flipping the switch
      • Fresh records, served (almost) daily
      • Value proposition
      • Banking on sector strength
      • Bottoms up
      • Big move in Chinese tech
      • Breakout Friday
      • Shopping season for traders?
      • Eastern exposure: The China trade
      • Chicken stocks take flight
      • Stock market turkey trot
      • Covered calls, trading style
      • Remember December
      • Market starts holidays early
      • Contrarian’s guide to trading
      • Into the home stretch
      • More than one way for bulls to charge
      • A whole latte price action
      • Name that pullback
      • Hardware stock seeks to rehab trend
      • December starts red, turns green
      • Material issue
      • Small caps, big moves
      • Banking on earnings
      • A dollar for your thoughts
      • New Year’s evolutions
      • Market plays let’s make a deal
      • The election-year market pattern
      • Options traders show their interest
      • The big-year dilemma
      • Calling all puts
      • New Year’s trading resolution
      • Checking your FAANGs
      • The sector factor
      • Home is where the trend is
      • Winter warm-up
      • The commodity key
      • Bulls in space
      • New year, new highs, new threats
      • Temporary grounding?
      • Metal spike
      • Potential options in tech IPO
      • Biotech in the news
      • Global shocks, market rocks
      • Fuel for the fire?
      • Never a dull moment
      • Semiconductor surge
      • Trading bullseye?
      • Stocks high-step into earnings season
      • Industrious price action
      • 24-hour bug?
      • Games markets play
      • Market catches bug
  • ETFs
    • ETFs vs. Mutual funds: Understand the difference
    • Types of exchange-traded funds
    • Active vs. passive ETF investing
  • Mutual Funds
    • Mutual funds: Understanding their appeal
    • What to look for in an index fund
    • 5 Ways to measure mutual fund risk
    • How mutual funds and taxes work
• Thematic Investing
  • Gamers
  • Artificial Intelligence
  • Cybersecurity
  • Millennials
  • Clean Energy
  • Clean water
  • E-commerce
  • China's internet & technology stars
  • The future of entertainment
  • Healthcare innovators
  • Rising economies
  • Technology pacesetters

What We Offer

• Our Accounts
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  • Fund My Account
  • Contribution and Deduction Limits for Retirement Accounts
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• Leadership Team
  • Scott Whatley
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