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• Statement of financial condition | Charles Schwab

• Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab

  When an asset is sold for a profit, Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe.

• Creating Alerts on thinkorswim® Desktop | Charles Schwab

  Learn how to create alerts on thinkorswim® Desktop

• 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.

• Tax Strategies for Donating Life Insurance | Charles Schwab

  If you no longer need your permanent life insurance, donating it to charity can help save on taxes. Consider three tax strategies for gifting your life insurance.

• 6 Ways to Get Started With thinkorswim® | Charles Schwab

  Schwab's trading specialists share their top tips for getting started with the thinkorswim trading platform. Discover six thinkorswim features you should consider.

• Micro E-Mini Futures in Earnings Season | Charles Schwab

  Learn the basics of Micro E-mini futures and how they can potentially help retail traders and investors gain flexibility during earnings season.

• Why the Jobs Report Matters to Investors | Charles Schwab

  The Employment Situation report is known for moving the markets. Learn why.

• Foreign Exchange (Forex) Trading for Beginners  | Charles Schwab

  The forex market is virtually traded around the clock across the globe. Learn four things you need to know about forex trading before getting started.

• Saving Outside Your 401(k) | Charles Schwab

  Once your basics are covered, you might want to consider setting aside some extra money. Here's how to decide which accounts to use—and when.