Greetings, Every year my brokerage house, Charles Schwab, sends a yearly form I must sign and return in which I have to acknowledge the risks of geared investment products. Otherwise my ability to buy those products is suspended. Please leave it at that. Managing my portfolio is enough work without complicating it with needless and unwarranted oversight. I have been using geared products for roughly 15 years and do not need my hand held.
Joe Youngs Comment On Regulatory Notice 22-08
Greetings, Every year my brokerage house, Charles Schwab, sends a yearly form I must sign and return in which I have to acknowledge the risks of geared investment products. Otherwise my ability to buy those products is suspended. Please leave it at that. Managing my portfolio is enough work without complicating it with needless and unwarranted oversight. I have been using geared products for roughly 15 years and do not need my hand held.