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• Pricing | Account Fees | Charles Schwab

  Here you’ll find Schwab’s pricing, account fees, and commissions. Our new commission-free trading makes trading stocks, ETFs, and options easier than ever.

• Creating a Family Wealth Mission Statement | Charles Schwab

  Lack of communication could harm a family's ability to preserve wealth across generations. Learn how creating a wealth mission statement can help.

• How Passing Assets to Parents Can Lower Taxes | Charles Schwab

  Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.

• Should You Save for Retirement or Pay Off Student Loans? | Charles Schwab

  Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don’t have to give up one for the other.

• Barbell, Bullet, and Bond Ladder Strategy | Charles Schwab

  Choosing between a bullet, a barbell, and a bond ladder strategy depends on your goals and timeframe. Discover which investment strategy best fits your needs.

• What's Going On…With Inflation | Charles Schwab

  Inflation's trend has been favorable in 2025, but learn what might put upward pressure in prices later this year.

• Certificate of Deposit | Charles Schwab

  A certificate of deposit (CD) is a type of savings tool with various benefits. Explore current CD rates and how to purchase CDs through Schwab.

• The Pros and Cons of Direct Indexing | Charles Schwab

  Direct indexing allows investors to customize for their individual needs and potentially higher after-tax returns. Discover more about this investment strategy.

• Small Business Retirement Tools and Resources | Charles Schwab

  Get help determining which of Schwab's small business retirement plans is right for you with our calculators, tools, and plan fact sheets.

• A Guide to Long-Term Investment Strategies | Charles Schwab

  Looking for long-term investing strategies? Discover five ideas to consider that may help you along the path toward your long-term investment goals.