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OIC: Understanding option strategies for a bull and bear market

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Options

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How do you create an options strategy based on your market outlook? During this recorded session, Ed Modla from the OIC and Fidelity RBC Andrew Rakowski discussed option strategies for both bull and bear markets and talked about how to implement a strategy that is best aligned with your view of the future.

Download transcript (PDF) | Download slides (PDF)

Read relevant legal disclosures

Important legal information about the e-mail you will be sending. By using this service, you agree to input your real e-mail address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an e-mail. All information you provide will be used by Fidelity solely for the purpose of sending the e-mail on your behalf.The subject line of the e-mail you send will be "Fidelity.com: "

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Edward J. Modla

Director, Retail Education
Options Industry Council

Andrew Rakowski

Regional Brokerage Consultant
Fidelity Investments

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Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.

The views expressed are as of the date indicated and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments. The experts are not employed by Fidelity but may receive compensation from Fidelity for their services.

OIC and Fidelity Investments are independent entities and are not legally affiliated.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

948745.1.0

Edward J. Modla

Edward J. Modla is the Principal, Investor Educator for the Options Clearing Corporation (OCC). In this role, he oversees retail education programs which promote the responsible use of listed equity options. He represents the OCC by creating and presenting educational events in both online and in-person formats, serving as a guest speaker on panels, hosting a monthly podcast with industry personnel, and working with the media.

Andrew Rakowski

Andrew Rakowski is a Regional Brokerage Consultant across southern New England for Fidelity Investments, which he joined in 2007. His primary responsibility is to educate and support self-directed clients about tools and services that are provided by Fidelity Investments.

Additionally, Mr. Rakowski conducts local seminars on educational topics, including fundamental and technical trading, research and options, market mechanics, and trading software.

Prior to joining Fidelity, he was a member of the American Stock Exchange, Philadelphia Stock Exchange, and New York Board of Trade. Mr. Rakowski has experience with equity and ETF option trading, statistical arbitrage, and commodity futures/option trading.

He holds a Series 7 and 63 registrations and graduated from Gettysburg College with a degree in management and economics.

OIC: Understanding option strategies for a bull and bear market

Presenters

Edward J. Modla

Andrew Rakowski

Stay up-to-date on all of our upcoming events

Edward J. Modla

Andrew Rakowski

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Presenters

Edward J. Modla

Andrew Rakowski

Stay up-to-date on all of our upcoming events

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Edward J. Modla

Andrew Rakowski