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What is a Brokerage Account | Charles Schwab
A brokerage account is an investment account that allows you to buy and sell a variety of investments, such as stocks, bonds, mutual funds, and ETFs.
The Case for Actively Managed Bond Funds | Charles Schwab
Actively managed bond funds have historically outperformed the broader bond market. Discover how they work and what to consider when researching them.
Identity Theft Checklist | Charles Schwab
If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.
SEP IRA Employee Summary | Charles Schwab
Complete all sections of this document in accordance with the elections you made on the Adoption Agreement. Retain the original completed copy for your records—this document should not be returned to Schwab.
SIMPLE IRA Elective Deferral Agreement | Charles Schwab
Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).
Market Volatility in Retirement: Are You Prepared? | Charles Schwab
Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.
ESPP Taxes Explainer | Charles Schwab
ESPP taxes don't have to be overly complicated — learn how employee stock purchase plans are taxed and what documents you need to file in the U.S.
When Do You Need Umbrella Insurance? | Charles Schwab
Umbrella insurance can help you fill gaps in insurance coverage that can expose you to costly liabilities. Learn if umbrella insurance is right for you.
Schwab Intelligent Portfolios Compare Us | Charles Schwab
Schwab Intelligent Portfolios is automated investing where our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Plus, you can get started with as little as $5,000 to invest.