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How to Invest in REITs | Charles Schwab
A real estate investment trust (REIT) is a security that offers an opportunity to invest in real estate properties. Learn how to invest in REITs.
How to Save for Multiple Financial Goals | Charles Schwab
Saving can be hard to manage when you're juggling multiple savings goals, such as retirement and a down payment. Discover ways to work towards both.
How to Short a Stock: Short Selling Review | Charles Schwab
Want to know how to short a stock? Learn the basics and the risks that are involved with short selling before you decide to dive in.
Types of Employee Benefits | Charles Schwab
Learn about different types of employee benefits (including health insurance, retirement plans, and disability insurance) and why they matter.
Investment Expense: What's Tax Deductible? | Charles Schwab
The IRS allows various tax deductions for investment-related expenses, if they're related to taxable investment income. Find out if your expenses qualify.
Is a High-Yield Maturity Wall Coming? | Charles Schwab
High-yield bond issuers face a wall of debt maturing over the next four years. Learn what a maturity wall could mean for the high-yield bond market.
Wall Street Jargon: 7 Market Cliches | Charles Schwab
Many Wall Street trading terms and metaphors may sound charming. But a deeper dive into the language can help investors understand what's really going on.
Automatic Investment Plan Application | Charles Schwab
Please complete this form, sign it, and return it to Schwab. You can either complete it online or print a copy and fill it out by hand.
Roth IRA Conversion Calculator | Converting an IRA | Charles Schwab
See if converting to a Roth IRA makes sense for you. Use our Roth IRA Conversion Calculator to compare estimated future values and taxes.
Money Market Funds | Charles Schwab
Make your cash go further with a Schwab money fund. Choose from Schwab’s suite of high-yield cash management solutions.