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Hayden Adams, CPA, CFP, is Director of Tax and Wealth Management for the Schwab Center for Financial Research. He provides analysis and insights on topics including income tax planning, tax-efficient investing, asset allocation, and retirement withdrawal strategies for a range of Schwab clients and advisors.
Stock Options | Charles Schwab
Learn about stock options, like non-qualified stock options (NQSQs) and incentive stock options (ISOs), a form of equity compensation, which allows an employee to buy shares of company stock at a fixed price.
How to apply for margin borrowing | Charles Schwab
Learn how to submit a margin funds application to trade with margin funds on Schwab.com.Margin borrowing
Dividend Reinvestment Plans | Charles Schwab
A DRIP allows investors to automatically reinvest the cash from a stock's dividend payments. Watch this video to learn how to enroll in a DRIP.
Schwab Intelligent Portfolios Historical Performance | Charles Schwab
This interactive tool allows you to see historical returns for a sample of some of the available portfolios.
Read our views on trends in the fixed income market affecting bonds, CDs, and money markets.
Learn about mutual funds and how they differ from other investments such as ETFs.
Anticipate tax issues to help postpone or potentially avoid unnecessary taxes and maximize after-tax wealth.
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.
Liz Ann Sonders | Charles Schwab
Liz Ann Sonders is Managing Director and Chief Investment Strategist at Charles Schwab. She has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. She cohosts Schwab's I podcast.