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• How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab

  Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.

• Can You Be Proactive in Times of Market Volatility? | Charles Schwab

  Market swings can shake any investor's confidence. Learn ways you can stay grounded, trust your financial plan, and take smart, long-term steps in uncertain times.

• Basics of Margin Trading for Investors | Charles Schwab

  Buying on margin can magnify your returns, but it can also increase your losses. Learn the basics, benefits, and risks of margin trading.

• How to 'Summer-ize' Your Portfolio, Budget, & Life | Charles Schwab

  Summer markets can pose unique twists but also opportunities. Here are some investor need-to-knows before you head off for vacation.

• Buying a Muni Below Par? Reasons to Think Twice | Charles Schwab

  Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

• Data for the Win: With Guests Michael Kist & Cade Massey | Charles Schwab

  Where analytical models and algorithms outperform human judgment, it's still so tempting to just go with your gut.

• Social Security: When to Start Drawing Benefits? | Charles Schwab

  Leverage the Social Security retirement age chart if you are not yet full retirement age to know when you should start drawing benefits.

• New Congress Faces Massive Policy Agenda | Charles Schwab

  Donald Trump and Republicans support sweeping changes that could affect the economy and investors. Narrow margins in Congress may complicate that agenda.

• Registered Index-Linked Annuities | Charles Schwab

  A Schwab registered index-linked annuity with no annual fees gives you the opportunity for equity-like earnings while offering a level of protection in market downturns.

• 'Muddiness' & Uncertainty in the Markets (With Cameron Dawson) | Charles Schwab

  Liz Ann Sonders and Cameron Dawson of NewEdge Wealth discuss the uncertainty in the market and how that could impact portfolio construction.