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Our webinar series dives into specific investing topics to streamline your learning experience.
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Get Technical #1

Get to Know Merrill Edge MarketPro®

Essentials 16:57 April 26, 2021
Whether you're a new trader or just new to Merrill Edge Self-Directed, this session will help you better understand MarketPro® and all it has to offer.
Start Here
Merrill Tools
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Get Technical #2

The Essentials of Technical Analysis

Essentials 28:15 January 2, 2021
This introductory session will give you the foundation you need to recognize trends and make sense of chart types as well as support and resistance.
Start Here
Education
Support and Resistance
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Get Technical #3

Get with the Trend Part 1

Intermediate 29:04 April 26, 2021
In this two-part series, you will learn about trends, continuation patterns and reversals. We'll also introduce Fibonacci, our first technical study.
Education
Fibonacci
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Get Technical #4

Get with the Trend Part 2

Intermediate 24:57 June 3, 2021
In the second installment, we will continue our discussion on trends and introduce new technical studies.
Moving Averages
MACD
RSI
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Get Technical #5

Tools to Chart like a Pro

Intermediate 25:34 June 3, 2021
Discover the best tools for setting up and customizing charts. We'll look into Recognia in particular, a leader in quantitative and technical analysis.
Merrill Edge MarketPro
Recognia
Analyze
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Get Technical #6

Commonly Used Technical Indicators

Intermediate 19:10 June 3, 2021
This session will help you understand the most common indicators like MACD, RSI and Bollinger Bands and put them to use.
MACD
RSI
Analyze
Options involve risk and are not suitable for all investors. Certain requirements must be met to trade options. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options (PDF)" before considering any option transaction. You may also call the Investment Center at 877.653.4732 for a copy. A separate client agreement is needed. Multi-leg option orders are charged one base commission per order, plus a per-contract charge.
Merrill a Bank of America Company
iShares by BlackRock
OptionsPlay

Tap into professional insight

Our partners are here to help refine your investing knowledge with new perspectives and clear explanations.
Select to read speaker biography

Brad Zucker, CFA

Director, iShares Product Consulting, BlackRock

SPEAKER BIO

Brad Zucker, CFA, CAIA, Director, is a Product Consultant for BlackRock's U.S. Wealth Advisory (USWA) ETF & Index Investments business. He is responsible for researching, analyzing and evaluating a broad range of investment solutions for partners and intermediary clients. Mr. Zucker provides subject matter expertise on the full range of iShares ETFs.

Mr. Zucker joined BlackRock in 2016. Previously, he was a Senior Product Manager at FTSE Russell, where he led Smart Beta thought leadership and product strategy.

Mr. Zucker earned his MBA from Columbia Business School, where he graduated with Dean's honors, and is currently enrolled in Columbia University's MS in Applied Analytics program. He has guest lectured at Columbia University on topics ranging from Asset Management to Statistics. Mr. Zucker is a CFA Charterholder and a CAIA Charterholder.
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Daniel Prince, CFA

Director, Head of iShares Product Consulting, BlackRock

SPEAKER BIO

Daniel Prince, CFA, Director, is Head of iShares Product Consulting for BlackRock's U.S. Wealth Advisory iShares business. In this role, he delivers research, insights and ETF analyses to investors. Mr. Prince's service with the firm dates back to 2007, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, Mr. Prince was a Senior Strategist for the US iShares Sales Strategy team. Prior to joining BGI, Mr. Prince was a Senior Analyst at Wilshire Associates.

Mr. Prince holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of San Francisco. He earned a BS degree in Business Administration from the Haas School of Business at UC Berkeley.
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Jeff Spiegel

US Head of iShares Megatrend and International ETFs, BlackRock

SPEAKER BIO

Jeff Spiegel, Director, is US Head of iShares Megatrend and International ETFs. In this role, he manages product, sales and marketing for the Megatrend and International franchises.

Previously, Mr. Spiegel led retail distribution strategy in BlackRock's US and Canada Defined Contribution group, managing strategic relationships, custom product builds as well as advisor-sold and platform sales strategy.

Mr. Spiegel's service with the firm dates back to 2013. Prior to joining BlackRock, Mr. Spiegel was a Vice President with family office TLM Realty in New York City and before that worked in mortgage trading and structuring at JP Morgan and Bear Stearns in London. Mr. Spiegel earned a BA degree in philosophy and history from Brown University.
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Jessica Inskip

Director, Investments Advanced Product Experiences at Merrill

SPEAKER BIO

Jessica Inskip is a Digital Client Experience Manager focused on advanced products for the Merrill Edge Self-Directed investing platform. Jessica solves key industry issues via creative thinking while driving the vision of innovative digital experience ideas to technology partners—taking these ideas inception to launch.

Jessica joined the financial industry in 2009 and most recently accepted a position with Merrill in 2016. She has held various positions within the brokerage industry across multiple firms, including roles specializing in high frequency trading, complex options and derivative strategies, and the relationship management of high net worth affluent investors. Ultimately, Jessica is passionate about empowering women in all aspects of finance.
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Pat Higgins

Director, Preferred Product Management & Innovation at Merrill

SPEAKER BIO

Patrick Higgins is a Digital Product Manager focused on delivering solutions that make investing accessible to everyone. He started his career in financial services in 2008 and has spent the majority of that time focused on empowering people to make their financial lives better through the power of education and delivering digital investing tools and resources that make sense of the jargon. Patrick wants to make sure that everyone can feel empowered to get started with investing and have the confidence to find, validate and monitor investments that make sense for them.
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Sean Murphy, CFA

Vice President, iShares Product Consultant, BlackRock

SPEAKER BIO

Sean Murphy, CFA, Vice President, is an iShares Product Consultant for BlackRock. He is responsible for researching, analyzing, and evaluating a broad range of investment solutions and delivering these insights to internal partners, as well as to end clients.

His service with the firm dates back to 2014. Before his current role, Sean was an iShares Investment Management Associate, where he helped educate financial advisors on the application and benefits of using iShares ETFs. Partnering with an Investment Management Consultant, his team focused on ETF sales for Merrill Lynch advisors across the Northeast and Mid-Atlantic regions.

Prior to joining BlackRock, Sean spent 12 years at Citi. The bulk of that time was spent as an Equity Sales Trader, specializing in the execution of ETFs and international equities for both financial advisors as well as institutions.

Sean graduated from Fordham University in 2002 with a bachelor's degree in Finance and a minor in Economics. He subsequently received his MBA from Fordham's Gabelli School of Business with a concentration in Corporate Finance.
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Tanvi Pradhan

Vice President, US Sustainable iShares ETF Product Strategy, BlackRock

SPEAKER BIO

Tanvi Pradhan, Vice President, is on the product strategy team for US iShares Sustainable ETFs, with a focus on education, content, and distribution. Before joining BlackRock, she led ESG and impact research, integration, and reporting for institutions and high net worth clients for Royal Bank of Canada's SRI Wealth Management Group. Prior to RBC, Tanvi worked with the SF State University Foundation, where she advanced portfolio decarbonization by developing a model to assess carbon footprint for equity portfolios. Tanvi started her career as a trader in the Prime Services division at Barclays Investment Bank in Hong Kong.

Tanvi has a Bachelor's degree with distinction in Electronics & Telecommunication Engineering from University of Pune, India. She earned an MBA from the Indian Institute of Management Calcutta, India. Tanvi earned a second MBA from the San Francisco State University, U.S.A., upon taking courses in sustainable business and graduated with the Beta Gamma Sigma international honor. She was a top-10 global finalist at the Morgan Stanley Sustainable Investing Challenge in 2015, and an SRI Scholarship Winner at the SRI Conference in 2016. Tanvi holds the Series 7 and Series 66 licenses.
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Tanya Chanda

Vice President, International iShares ETF Product Strategy, BlackRock

SPEAKER BIO

Tanya Chanda, Vice President, is an Investment Strategist for iShares International and Megatrends ETFs. In her role she focuses on product strategy and innovation across the International and Megatrend franchises.

Before joining BlackRock, Tanya worked in Corporate Strategy at Barclays, focused on identifying growth strategies both in the Corporate & Investment Bank as well as the Retail & Consumer businesses. Prior to Barclays, Tanya was a Product Specialist at J.P. Morgan Asset Management covering private OECD Infrastructure. In this role, she advised institutional investors, globally, on investments in private core/core-plus infrastructure.

Tanya earned her MBA from the Tuck School of Business at Dartmouth College and her B.S. in Industrial Labor Relations from Cornell University.
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Tony Zhang

Chief Strategist, OptionsPlay and CNBC Contributer

SPEAKER BIO

Tony Zhang is a specialist in the financial services industry with over a decade of experience spanning product development, research and market strategist roles across equities, foreign exchange and derivatives. As the current Chief Strategist for OptionsPlay, Tony currently leads the research and development of their OptionsPlay Ideas & Portfolio platform. He has leveraged his interest in financial technology and product development to provide innovative reimagined solutions to clients and the users they seek to serve.

Previously, Tony spent 7 years at FOREX.com with a capital markets and research background as a market strategist specializing in equity and FX derivatives markets. Since 2019, Tony Zhang has shared his expertise and ideas on CNBC's Fast Money and Options Action on options strategies, ideas and education.
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Breaking Down ETFs #1

Psychology of Investing

Essentials 20:26 June 15, 2021
At times, we're all susceptible to thoughts and emotions that can compromise our investments. Learn how to identify key behaviors, recognize the impact they can have on your wealth and minimize that impact.
Investor Psychology
Principles of Investing
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Breaking Down ETFs #2

ETFs: The Innovation of Indexes

Essentials 20:09 June 15, 2021
The advent of indexing changed the face of investing. Learn how ETFs have harnessed the innovation of indexes to deliver low-cost and tax-efficient investment performance for all kinds of investment goals.
Investing Goals
Indexing
Tax Efficient Investing
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Breaking Down ETFs #3

Tools — Finding ETFs: Screener & Idea Builder

Intermediate 25:12 June 15, 2021
If you want investments that meet your diversification needs and may also align with other goals, this session is for you. We'll cover how to start finding ideas and how to be specific with your search.
Finding ETFs
Merrill Tools
Idea Builder
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Get Technical #1

Get to Know Merrill Edge MarketPro®

Essentials 16:57 April 26, 2021
Whether you're a new trader or just new to Merrill Edge Self-Directed, this session will help you better understand MarketPro® and all it has to offer.
Start Here
Merrill Tools
Select for video

Get Technical #2

The Essentials of Technical Analysis

Essentials 28:15 January 2, 2021
This introductory session will give you the foundation you need to recognize trends and make sense of chart types as well as support and resistance.
Start Here
Education
Support and Resistance
Select for video

Get Technical #3

Get with the Trend Part 1

Intermediate 29:04 April 26, 2021
In this two-part series, you will learn about trends, continuation patterns and reversals. We'll also introduce Fibonacci, our first technical study.
Education
Fibonacci
Select for video

Get Technical #4

Get with the Trend Part 2

Intermediate 24:57 June 3, 2021
In the second installment, we will continue our discussion on trends and introduce new technical studies.
Moving Averages
MACD
RSI
Select for video

Get Technical #5

Tools to Chart like a Pro

Intermediate 25:34 June 3, 2021
Discover the best tools for setting up and customizing charts. We'll look into Recognia in particular, a leader in quantitative and technical analysis.
Merrill Edge MarketPro
Recognia
Analyze
Select for video

Get Technical #6

Commonly Used Technical Indicators

Intermediate 19:10 June 3, 2021
This session will help you understand the most common indicators like MACD, RSI and Bollinger Bands and put them to use.
MACD
RSI
Analyze
Select for video

Know Your Options #1

Intro to Options: Putting Together the Options Pricing Puzzle

Essentials 34:45 June 15, 2021
Option prices are influenced by way more than just the movement of their underlying stocks or ETFs. The passage of time, interest rates, general market ups & downs and more can affect options.
Start Here
New to Options
Options involve risk and are not suitable for all investors. Certain requirements must be met to trade options. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options (PDF)" before considering any option transaction. You may also call the Investment Center at 877.653.4732 for a copy. A separate client agreement is needed. Multi-leg option orders are charged one base commission per order, plus a per-contract charge.
Investing involves risk. There is always the potential of losing money when you invest in securities.

Options involve risk and are not suitable for all investors. Certain requirements must be met to trade options. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options (PDF)" before considering any option transaction. You may also call the Investment Center at 877.653.4732 for a copy. A separate client agreement is needed. Multi-leg option orders are charged one base commission per order, plus a per-contract charge.
Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. This and other information may be found in each fund's prospectus or summary prospectus, if available. Always read the prospectus or summary prospectus carefully before you invest or send money. Prospectuses can be obtained by contacting us.

Brad Zucker, Daniel Prince, Jeff Spiegel, Sean Murphy, Tanvi Pradhan, and Tanya Chanda are employed by BlackRock. BlackRock and Merrill are not legally affiliated and are independent entities.

Certain information ©2021 BlackRock, Inc. and its affiliates. All rights reserved.

Tony Zhang is the Chief Strategist of OptionsPlay and CNBC Contributor. OptionsPlay, CNBC and Merrill are not legally affiliated and are independent entities.

Some of the material is provided by a third party that is not affiliated with Merrill or any of its affiliates and is for information and educational purposes only. The opinions and views expressed are those of the speaker, and do not necessarily reflect the opinions and views of Merrill or any of its affiliates. The third parties involved are not employed by Merrill but receive compensation from Merrill for their services. All opinions are subject to change due to market conditions and fluctuations.
Patrick Higgins and Jessica Inskip are employees of Merrill. The opinions and conclusions expressed are not necessarily those of Merrill. All opinions are subject to change due to market conditions and fluctuations.

This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any recommendation in this material, you should consider whether it is in your best interest based on your particular circumstances and, if necessary, seek professional advice. Since economic and market conditions change frequently, there can be no assurance that the trends described here will continue or that the forecasts will come to pass. The information presented on this webcast is for discussion purposes only and is not intended to serve as a recommendation or solicitation for the purchase or sale of any type of security. Past performance is no guarantee of future results.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Supporting documentation for any claims, comparisons, recommendations, statistics or other technical data will be furnished on request.

The logos listed are trademarks of their respective owners and are used for illustrative purposes only and should not be construed as an endorsement by, sponsorship by, or affiliation with Merrill.

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").
Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity


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