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• Schwab's Long-Term Return Expectations | Charles Schwab

  Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

• Why Does Sentiment Not Match Hard Data? | Charles Schwab

  Liz Ann Sonders and Kathy Jones analyze the divergence between hard economic data and consumer sentiment in the markets.

• Schwab Online Services Agreement | Charles Schwab

  Read the Schwab Online Services Agreement.

• Schwab Futures and Forex daily segregated requirements December 2024 | Charles Schwab

• What Should Your Advisor Know About You? | Charles Schwab

  How much should you share with your financial advisor? Learn why trust, open communication, and the right information matter when working with professional help.

• View the Schwab Trading Activity Index™ | Charles Schwab

  Get a snapshot of investor sentiment using data from a sample of accounts of real investors with the Schwab Trading Activity Index (STAX).

• Registered Index-Linked Annuity Rates | Charles Schwab

  Learn about the registered index-linked annuity (RILA) rates offered through Schwab.

• Roth IRA Withdrawal Rules | Charles Schwab

  Roth IRA withdrawals can be tax-free depending on qualifying conditions and your age. Learn more about Roth IRA withdrawal rules.

• Asset Classes: Stocks, Bonds, and Commodities | Charles Schwab

  Learn about different asset classes (stocks, bonds, commodities, and more) and the unique role each plays in a diversified portfolio.

• Schwab automated investing with unlimited guidance | Charles Schwab

  Schwab Intelligent Portfolios Premium is automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER professional.