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• Blake Nelson | Financial Consultant in TX | Charles Schwab

  Blake Nelson is a Financial Consultant at Charles Schwab serving Dallas, TX. Request an appointment or contact us today to speak with a financial consultant.

• Paul Kennedy | Financial Consultant in WA | Charles Schwab

  Paul Kennedy is a Financial Consultant at Charles Schwab serving Seattle, WA. Request an appointment or contact us today to speak with a financial consultant.

• 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.

• Schwab Coaching | Live webcasts & virtual workshops | Charles Schwab

  Browse daily workshops and webcasts run by Charles Schwab's Education Coaches. Use live workshops to improve trading skills at any experience level.

• The Secure 2.0 Act and Charitable Gift Annuity | Charles Schwab | Charles Schwab

  Charitable gift annuities are in the philanthropy spotlight thanks to the SECURE 2.0 Act. Schwab wealth expert Susan Hirshman explains how they work.

• Is Bitcoin a Good Investment? | Charles Schwab

  Bitcoin and other cryptocurrencies have grown in popularity for years; now ETFs are available. If you're considering investing, here are some key things to know.

• Market Commentary | Charles Schwab

  Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.

• thinkorswim Demos | Charles Schwab

  Learn how to use the suite of thinkorswim trading platforms.

• Saving for Retirement | Charles Schwab

  Learn how much you may need to retire, how tax-advantaged retirement accounts work, and more

• Travel Planning | Charles Schwab

  Learn tips for keeping costs low and managing your money while traveling.