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• Simplifying Long-Term Care Planning | Charles Schwab

  Confused by long-term care planning? Learn why long-term care is an important part of retirement planning and how to avoid serious financial consequences.

• Schwab Futures and Forex's most current certified annual report | Charles Schwab

• Trading Up-Close: Using Fundamental Analysis | Charles Schwab

  Joe Mazzola looks at fundamental analysis and how traders can use it to assess the value of equities and compare them to others in the same industry or sector.

• Gifting Appreciated Stock to Kids | Charles Schwab

  Can you gift stocks to your children or grandchildren and potentially avoid capital gains? Learn more about the considerations to make when gifting stock to kids.

• Fractional Shares | Invest in Stock Slices | Charles Schwab

  Schwab Stock Slices™ is an easy way to buy fractional shares for a set dollar cost. You can buy shares from up to ten S&P 500® companies for $5 each.

• What is a Prenup and Why Do I Need It? | Charles Schwab

  There are a lot of positives to prenups—but what is a prenup, exactly? Learn how a prenup works and how it may help protect you in the event of divorce.

• Personalized Approach - Wealth Management | Charles Schwab

  Your financial planning should be as unique as you are. Your Private Client Advisor will work closely with you to understand your needs and goals and create a personalized wealth management plan.

• How to set up a recurring payment | Charles Schwab

• Sector ETFs | Charles Schwab

  Are you new to sector ETFs or want to learn which sectors you should be investing in? Let Schwab experts explain the various sector ETFs to help you determine what can work with your investing style.

• Net Investment Income Tax | Schwab

  As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.