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Why Buy a Mutual Fund | Charles Schwab
Since their emergence nearly a century ago, mutual funds have proven to be a popular investment vehicle.
Frequently Asked Questions from Investors | Charles Schwab
Kathy Jones and Liz Ann Sonders answer some of the most common questions from investors—and provide their weekly market outlook.
Net Investment Income Tax | Schwab
As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.
Passing Financial Values to the Next Generation | Charles Schwab
Leaving a legacy is about more than just money. Consider these do's and don'ts for establishing a shared family value system that can span generations.
ETFs: Expense Ratios and Other Costs | Charles Schwab
ETFs have expense ratios for managing the fund and trading costs, like commissions, bid/ask spreads, and discounts and premiums to NAV.
SEP-IRA Employee Instructions | Charles Schwab
Your employer has established a Schwab SEP-IRA retirement savings plan to help you meet your retirement goals. Follow these instructions to open your SEP-IRA account.
Tips for Inflation Protection | Charles Schwab
Treasury Inflation-Protected Securities (TIPS) are U.S. Treasury bonds designed to keep up with the rate of inflation.
Windhaven - Global Investment Management | Charles Schwab
Windhaven's global investment management approach seeks to capture most of the upside of markets and less of the downside with a choice of three broadly diversified global portfolios.