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• Sector ETFs | Charles Schwab

  Are you new to sector ETFs or want to learn which sectors you should be investing in? Let Schwab experts explain the various sector ETFs to help you determine what can work with your investing style.

• Sector Index Funds and Concentration Risk | Charles Schwab

  In a market-cap weighted sector index fund, a few large stocks can dominate its performance. Consider the concentration risk of buying sector index funds.

• Understanding Forex Margin | Charles Schwab

  What is leverage in the forex market? It’s the ability to buy and sell foreign currencies while putting up only a fraction—3% to 5%—of the notional amount. Leverage, or forex margin, offers potential opportunity, but it’s also quite risky.

• Greek Graphs Tell the Story of Call Strategies | Charles Schwab

  An understanding of the options greeks allows traders to visualize and estimate the potential performance of a call options trade.

• Limitations and Conflicts | Charles Schwab

  Your brokerage relationship - material limitations and conflicts of interest.

• Financial Statements 101 | Charles Schwab

  Learn what's in financial statements and how investors use them to evaluate stocks.

• Trading and Social Media | Charles Schwab

  Social media is full of trading tips—but should you listen? Learn three ways you can incorporate social media as a trading resource.

• Why International and Why Now | Charles Schwab

  The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.

• Philip Kendall | Charles Schwab

  Phil has more than 20 years of experience within investment management and financial services, including financial planning. He currently leads the Wealth Services team that is responsible for overall relationship management of ultra-high-net-worth clients. Prior to joining Schwab in 2009, he held roles in equity trading, investment management, and client management.

• Windhaven - Global Investment Management | Charles Schwab

  Windhaven's global investment management approach seeks to capture most of the upside of markets and less of the downside with a choice of three broadly diversified global portfolios.