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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.

• 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.

• How Do You Build a Bond Portfolio? | Charles Schwab

  Kathy Jones and Cooper Howard discuss how to build a bond portfolio, which bonds are suitable for retirees, and other aspects of fixed income investing.