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What to Know About Margin | Charles Schwab
Here are some things to consider when using margin and four tips for managing your risk.
Tax Strategies for Donating Equity Awards | Charles Schwab
Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.
Financial Considerations of Moving Abroad | Charles Schwab
More Americans are establishing second homes abroad. Learn more about visas, banking, taxes, health care, estate planning, and more before making the move.
Can You Be Proactive in Times of Market Volatility? | Charles Schwab
Market swings can shake any investor's confidence. Learn ways you can stay grounded, trust your financial plan, and take smart, long-term steps in uncertain times.
Tax-Smart Ways to Gift Stock | Charles Schwab
Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.
Easy Money? Rate Cuts May Not Ease Borrowing Costs | Charles Schwab
Learn how cutting rates won't necessarily reduce borrowing costs if the market doesn't agree with the timing. It could raise inflation fears, hurting Treasuries.
Buying a Muni Below Par? Reasons to Think Twice | Charles Schwab
Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.
What to Know About Equity Compensation | Charles Schwab
Learn key components of your equity compensation including: the type of equity award you have, how it's taxed, and how it fits into your financial plan.
What Is Probate? Keeping Your Estate out of Court | Charles Schwab
Probate can be a notoriously expensive and time-consuming process of settling your will after death. Learn four ways to avoid exposing your estate to probate.
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.