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James Boyd is a Senior Manager of Schwab Trader Education. He focuses mainly on technology, commodities and momentum-based trading strategies and how to read price action, trend reversals, and breakouts. He has over 20 years of investment experience.
Ben Watson has been in the financial industry since 2005. He has a broad knowledge base and focuses on advanced educational topics such as Technical Analysis, Stocks, Intermarket Analysis, and ETFs.
The Secure 2.0 Act and Charitable Gift Annuity | Charles Schwab | Charles Schwab
Charitable gift annuities are in the philanthropy spotlight thanks to the SECURE 2.0 Act. Schwab wealth expert Susan Hirshman explains how they work.
Most types of income are taxable, including money you make from a job or self-employment, investment income, unemployment pay, lottery winnings, and many other income sources. Nontaxable income sources include gifts, child support, and life insurance proceeds.
What Is an Options Spread Trade? | Charles Schwab
Curious what an options spread trade is? Discover the basics, benefits, and risks of an options spread trade and ways to put on a spread trade.
Charles Schwab podcasts bring you revealing stories, news, and insights to help you make informed decisions about your portfolio and life.
Think through how you would like your investments and other assets distributed to your heirs.
Read our views on trends in the fixed income market.
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.