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When to Consider Munis Outside Your State | Charles Schwab
Investing in an in-state tax-free municipal bond may offer advantages, but there can be good reasons to consider out-of-state munis.
Tax Advantages and Risks of Direct Indexing | Charles Schwab
Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.
A real estate investment trust, or REIT, is a type of trust that invests in a portfolio of real estate. Learn how REITs can provide a way to invest in the real estate market.
Juo-Mao "Mark" Liang | Charles Schwab
Mark has more than 17 years of experience within financial services and investment management. His expertise includes portfolio analytics, modern portfolio theory, risk management, and data analysis.
Charles Schwab Futures and Forex LLC Disclosures | Charles Schwab
What is Thematic Investing? | Charles Schwab
From AI to green energy to the space economy, thematic investing makes it easier to invest in ideas and trends. Learn more about thematic investing.
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.
Brayton Brandt | Charles Schwab
As a Research Analyst for the Schwab Center for Financial Research (SCFR), Brayton provides investment research and thought leadership for Schwab clients and advisors, including timely and relevant charts on a variety of investing and wealth management topics.
Mortgage – Apply for mortgages at low interest rates | Schwab Bank
Do you need mortgage loans at low-interest rates? Explore competitive mortgage interest rates for home loans and get started in applying for a mortgage.
Security Based Loans | Charles Schwab
Learn more about the different ways you can borrow against your brokerage account and the risks involved.