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• The Risks of Options Assignment | Charles Schwab

  Before entering an options trade, traders should consider the possibility of early assignment. Learn more about assignment and how to help reduce the risks associated with it.

• Taxes 2024: 8 Things to Know Now | Charles Schwab

  With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2024 taxes.

• Liz Ann Sonders | Charles Schwab

  Liz Ann Sonders is Managing Director and Chief Investment Strategist at Charles Schwab. She has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. She cohosts Schwab's I podcast.

• The Most Important Ages of Retirement | Charles Schwab

  Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• 2025 Mid-Year Outlook: U.S. Stocks and Economy | Charles Schwab

  Learn what's in store for the remainder of 2025 and the confluence of challenges that lie ahead in the mid-year outlook for U.S. stocks and economy.

• Alternative Investments | Charles Schwab

  Learn more about the types of alternative investments available through Schwab, including private equity, private credit, hedge funds, exchange funds, and private real estate—as well as the benefits and risks.

• Does Market Timing Work? | Charles Schwab

  We ran the numbers on market timing. Our findings? There's a high cost to waiting for the best entry point.

• Schwab's Financial and Other Relationships with Mutual Funds | Charles Schwab

  This information may help you identify and evaluate any potential conflicts of interest that Schwab may have when you purchase a mutual fund or ETF through your Schwab account.

• A Future Uncertain: Recession Coming? | Charles Schwab

  Recession fears have risen sharply of late as economic soft data have rolled over, upping the risk that hard data start to catch down.