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• How Should Investors Respond to Higher Inflation? | Charles Schwab

  We're all worried about the effects of inflation on our long-term portfolios. Here's what to do about it.

• Are Annuities a Good Investment For Me? | Charles Schwab

  Are annuities a good investment? Factors like how long you live and what you value among others can help determine whether or not they're good investments.

• Leveraged and Inverse ETPs: Know the Risks | Charles Schwab

  Leveraged and inverse ETPs are uniquely risky financial instruments—and generally aren't suitable for most investors. Read about the risks that are involved.

• 3 Nontraditional ETFs to Consider | Charles Schwab

  Some ETFs offer access to niche and speculative areas of the market. Read about active ETFs, cryptocurrency ETFs, and thematic ETFs.

• Leveraging Assets to Manage Your Wealth | Charles Schwab

  Borrowing against your assets can often act as a tool to manage wealth. Here's how to use debt strategically—even in some cases when you can afford to pay cash.

• Investment Advisory Products Employer Opt-Out Authorization Form | Charles Schwab

  Use this form if you do not want to include investment advisory products as an investment choice under your plan.

• Important Information About the Simplified Employee Pension Plan (SEP-IRA Plan) | Charles Schwab

  These instructions are designed to help you, the Employer, along with your attorney and/or tax advisor, complete the Adoption Agreement to establish your Schwab SEP-IRA plan.

• ETF Fees and Associated Costs of ETF Investing | Charles Schwab

  Be an informed investor: understand the fees and associated costs of ETF investing. Learn what additional expenses you can expect and how they compare.

• How to place a trade during extended hours | Charles Schwab

  Learn how to trade during the pre-market and after hours sessions with Schwab.

• Monthly Stock Sector Outlook (2025) | Charles Schwab | Charles Schwab

  Our stock sector outlook is updated monthly and delivers expert insights into the 11 S&P equity sectors, for example Energy, Health Care and Industrials.