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Top investing experts | Read the bios | Charles Schwab
Regularly cited by the media on investing issues, Schwab’s top experts can help clients make better investment decisions. Meet our experts and read their bios.
Investment Research | Charles Schwab
Save time choosing investments with Schwab's award-winning investment research tools. Access screeners, top picks, expert commentary, detailed quotes, and more.
What is a Roth IRA? | Charles Schwab
Open a Schwab Roth IRA, with key advantages like tax-free growth potential for earnings and contributions, and qualified withdrawals that can be taken tax-free.
Gain clarity on required minimum distributions (RMDs) and their impact on your accounts and taxes.
Learn about stock appreciation rights (SARs), a form of equity compensation tied to your company’s stock performance over a specific period.
Learn about initial public offerings (IPOs), a way for companies to raise capital from public investors by listing company shares on a stock exchange, allowing public investors to purchase shares of the company's stock.
Discover how the digital tools and features of Schwab.com and the Schwab Mobile app can help you take charge of your financial life.
Learn about an individual retirement account, including how to open an IRA, IRA contribution limits, Roth IRA conversions, Roth vs. Traditional IRA calculators, rollovers, and withdrawals.
Dan Sweeney is a Derivatives Trading Manager at Charles Schwab.