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• What are Employee Stock Purchase Plans (ESPPs)? | Charles Schwab

  Learn about Employee Stock Purchase Plans (ESPPs), including how to enroll and participate, and tax implications.

• What is Cost Basis and How Does It Work? | Charles Schwab

  What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.

• Schwab Coaching | Overview | Charles Schwab

  Join our Education Coaches as they teach and demonstrate how to apply investing and trading principles in current marketing conditions on topics ranging from stocks, options, futures, technical analysis, fundamental analysis, portfolio management and much more.

• Trailing Stop Orders on thinkorswim® Desktop | Charles Schwab

  In this video, we'll demonstrate how to create trailing stop and trailing stop limit orders on the thinkorswim® desktop platform.

• Why Schwab? Discover what we can do for your investments. | Charles Schwab

  At Schwab, you choose how you’d like to invest. Get low costs, a mix of investment products, and a personal financial advisor when needed.

• Ian Smith | Financial Consultant in CT | Charles Schwab

  Ian Smith is a Financial Consultant at Charles Schwab serving Fairfield, CT. Request an appointment or contact us today to speak with a financial consultant.

• Zaire Doss | Financial Consultant in IL | Charles Schwab

  Zaire Doss is a Financial Consultant at Charles Schwab serving Winnetka, IL. Request an appointment or contact us today to speak with a financial consultant.

• Liza Ormuz | Financial Consultant in TX | Charles Schwab

  Liza Ormuz is a Financial Consultant at Charles Schwab serving Fort Worth, TX. Request an appointment or contact us today to speak with a financial consultant.

• Keith Bond | Financial Consultant in WA | Charles Schwab

  Keith Bond is a Financial Consultant at Charles Schwab serving Lynnwood, WA. Request an appointment or contact us today to speak with a financial consultant.

• 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.