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Learn about exchange-traded funds and how they may benefit your portfolio.
Gain clarity on required minimum distributions (RMDs) and their impact on your accounts and taxes.
James Boyd is a Senior Manager of Schwab Trader Education. He focuses mainly on technology, commodities and momentum-based trading strategies and how to read price action, trend reversals, and breakouts. He has over 20 years of investment experience.
Ben Watson has been in the financial industry since 2005. He has a broad knowledge base and focuses on advanced educational topics such as Technical Analysis, Stocks, Intermarket Analysis, and ETFs.
The Secure 2.0 Act and Charitable Gift Annuity | Charles Schwab | Charles Schwab
Charitable gift annuities are in the philanthropy spotlight thanks to the SECURE 2.0 Act. Schwab wealth expert Susan Hirshman explains how they work.
Understand the risks of trading on the margin so you can make informed trading decisions.
What Is an Options Spread Trade? | Charles Schwab
Curious what an options spread trade is? Discover the basics, benefits, and risks of an options spread trade and ways to put on a spread trade.
What's the 10-Year Outlook for Major Asset Classes? | Charles Schwab
Inflation, interest rates, geopolitics, and other factors often affect the market. Read our 10-year outlook for stocks, bonds, and other major asset classes.
The Benefits of Avoiding Probate | Charles Schwab
Probate court can help ensure a fair distribution of your assets, but it has many drawbacks. Here's what you should know about avoiding probate.
Joe Mazzola is Schwab's Head Trading & Derivatives Strategist. He is a former portfolio manager, options risk manager, and market maker for the Chicago Board Options Exchange and International Securities Exchange, with nearly 25 years of investment management experience assisting institutional and retail clients.