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How to sell stocks | Charles Schwab
Learn how to sell stocks using the All-In-One Trade Ticket or SnapTicket®.
Charles Schwab podcasts bring you revealing stories, news, and insights to help you make informed decisions about your portfolio and life.
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
Read our views on trends in the fixed income market.
Think through how you would like your investments and other assets distributed to your heirs.
Schwab Intelligent Portfolios Compare Us | Charles Schwab
Schwab Intelligent Portfolios is automated investing where our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Plus, you can get started with as little as $5,000 to invest.
Watch Out for Wash Sales | Charles Schwab
Understanding wash-sale rules could help you avoid a costly mistake.
Compare Our Intelligent Solutions | Charles Schwab
Automated investing plus human help when you need it. Discover which solution is right for you.
Emily Doak, CFA, is Director of EFT and Index Fund Research. She is a member of Schwab Center for Financial Research's investment manager research team, where she leads the team that examines passive investment strategies.
Joseph is a senior financial planning specialist for Charles Schwab. He has more than 20 years of experience working in financial services since 2002.