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Form 1099-B: Cost Basis and Options Trading | Charles Schwab
At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.
The Risks of P2P Payment Apps | Charles Schwab
Peer-to-peer (P2P) payment apps have simplified money transfers—but what are the risks of associated with using payment apps? Learn how to avoid scams.
Managing Cash-Secured Puts | Charles Schwab
Cash-secured puts may generate short-term income or enable purchase of desired stocks at a favorable price. Know what to do if it doesn't work out as planned.
Paper Trading | Charles Schwab
Test drive thinkorswim with paperMoney® — the paper trading experience that allows you to practice your strategies without putting real money on the line.
Important Information About Our Services and Fees | Charles Schwab
Important information about our relationship with you. Learn more about how our brokerage and advisory services and fees differ.
Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab
The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.
5 Key Financial Ratios for Stock Analysis | Charles Schwab
Learn how five key financial ratios can help investors understand a stock's true value and how investors can incorporate these ratios into their analysis.
A Look at Hard vs. Soft Data | Charles Schwab
Take a look at hard vs. soft data and learn why trends, for now, will likely remain murky and volatile in the near-term.
Advisory Programs Referenced in our CRS-IA | Charles Schwab
See our advisory programs that provide different services, investments, account minimums, and levels of monitoring.
Schwab Center for Financial Research | Charles Schwab
The Schwab Center for Financial Research (SCFR) provides top-quality research, timely market insights, and practical guidance to help investors make better decisions.