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• A Look at Hard vs. Soft Data | Charles Schwab

  Take a look at hard vs. soft data and learn why trends, for now, will likely remain murky and volatile in the near-term.

• What is Cost Basis and How Does It Work? | Charles Schwab

  What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.

• Affidavit of Domicile | Charles Schwab

  This affidavit is made for the purpose of securing the transfer or delivery of property owned at the time of the decedent’s death to a purchaser or the person(s) legally entitled thereto under the laws of the state of the decedent’s domicile.

• SEP-IRA for Employees | Charles Schwab

  Save for your future and gain valuable tax benefits with your Schwab SEP-IRA (Simplified Employee Pension Plan).

• Consolidate Accounts - Asset Transfer | Charles Schwab

  Learn about the benefits of transferring accounts from multiple firms to one. Simplify your finances with convenience, tax benefits and lower costs.

• How to Borrow Money Strategically for a Big Expense | Charles Schwab

  Learn how to approach your next big expense more strategically, whether you plan to pay with cash on hand, liquidate investments, or borrow.

• Three Ways to Get Out of Debt | Charles Schwab

  Trying to get out of debt can feel overwhelming, but it is possible. Learn three potential strategies you can use to pay off debt.

• Schwab Global Account | Global Trading | Charles Schwab

  Trade foreign stocks online in a Schwab Global Account, designed for your global trading needs. Talk to one of our Global Investing Specialists today.

• Types of Brokerage Accounts | Charles Schwab

  What type of brokerage account will suit your needs? Read about types of brokerage accounts and the difference between individual and joint brokerage accounts.

• Futures Trading | Charles Schwab Futures and Forex

  Our specialized futures trading resources and industry-leading platform thinkorswim can help you trade futures, no matter your experience or skill level.