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• Midyear Outlook: Equities, International & Washington | Charles Schwab

  What can investors expect from the U.S. stock market, the global markets, and the policy landscape in D.C. in the second half of 2024?

• How a Risk Reversal Options Strategy Works | Charles Schwab

  Having a risk reversal options strategy provides downside protection to the level of the purchased put option but limits the upside potential of a long stock position to the strike of the short call option. Here's how this strategy works.

• Working in Retirement: Social Security & Medicare | Charles Schwab

  If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.

• Muni Bonds: GO or Revenue? | Charles Schwab

  You're interested in municipal bonds, but are general obligation munis or revenue muni bonds better for you?

• ISO Taxes: A Guide | Charles Schwab

  ISO taxes don't have to be overly complicated — learn how incentive stock options are taxed and what documents you need to file in the U.S.

• Should You Stay Invested During a Market Downturn? | Charles Schwab

  Learn how diversifying your portfolio and having a long-term perspective could help you stay invested during a market downturn.

• Head-and-Shoulders Patterns in Stock Charts | Charles Schwab

  Detecting head-and-shoulders patterns and trend reversals can be hard. Learn how trading signals can potentially help you identify a head-and-shoulders trend.

• One Big Beautiful Bill: Implications for Investors | Charles Schwab

  The One Big Beautiful Bill being debated in Congress has huge implications for every taxpayer as well as the markets. What’s in the bill, and what will it mean for investors?

• Michael Fordham | Financial Consultant in CA | Charles Schwab

  Michael Fordham is a Financial Consultant at Charles Schwab serving Irvine, CA. Request an appointment or contact us today to speak with a financial consultant.

• Trading Options During Earnings Season | Charles Schwab

  Trading a stock around earnings day can be difficult because of volatility risk. Learn more about the perils of trading during earnings season.