Brochures & Literature

General Brochures

• Options Strategies in a Bearish Market (PDF)
  This publication contains the entire Bear Market Class.
• Options Strategies in a Bullish Market (PDF)
  This publication contains the entire Bull Market Class.
• Options Strategies in a Neutral Market (PDF)
  This publication contains the entire Neutral Market Class.
• Characteristics and Risks of Standardized Options - Provided by OCC
  This publication refers solely to options issued by OCC. Prior to buying or selling an option, a person must receive a copy of this brochure.
• The Equity Options Strategy Guide (PDF)
  This publication provides an introduction to some of the basic equity option strategies available to option and/or stock investors.
• Expiration Calendars
  Published yearly, this calendar highlights expiration dates for equity, index, and interest rate products, currency options, expiration month codes, strike price codes, and exchange holidays.
• Long-Term Equity Anticipation Securities (PDF)
  The purpose of this booklet is to provide an introductory understanding of exchange-listed, long-term options called LEAPS® (Long-term Equity Anticipation Securities) and how they can be used.
  
• Options Strategies Quick Guide (PDF)
  This booklet provides a quick overview of various options strategies.
• Taxes and Investing (PDF)
  This booklet summarizes the basic rules governing the federal income taxation of certain investments by individuals who are citizens or residents of the United States and who dispose of an investment in a taxable transaction.
• Understanding Equity Options (PDF)
  Take a look at an introductory understanding of equity options and how they can be used.
• Understanding Index Options (PDF)
  Gain an introductory understanding of index options and how they can be used.

Options Central

This online newsletter offers up-to-date information on the options industry, options strategy articles, Q&A, and seminar information.

2011

• Summer (PDF)
  Further Insight into Options Pricing: The Rationale for Multiple Implied Volatilities – Options Skew

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OIC Education Update

This newsletter provides information on online course offerings, industry news, upcoming seminars, and hot topics from Investor Services.

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