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Understand the potential financial loss of investment decisions and how that may affect your portfolio.
Learn about the foreign exchange market and currencies trading.
ESPP Taxes Explainer | Charles Schwab
ESPP taxes don't have to be overly complicated — learn how employee stock purchase plans are taxed and what documents you need to file in the U.S.
Trade execution quality | Charles Schwab
Get an inside look at how Schwab’s order routing process seeks to obtain high-quality trade execution results.
thinkorswim desktop | Charles Schwab
Experience thinkorswim® desktop—a customizable trading software with elite tools that help you analyze, strategize, and trade like never before.
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
Read our views on trends in the fixed income market.
Think through how you would like your investments and other assets distributed to your heirs.
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.
Cindy Scott, CFP®, ChFC®, CRPC®, provides guidance on a broad range of investment and financial planning topics. She works closely with clients to build personalized wealth management strategies that address topics including retirement planning, distribution and income strategies, education planning, risk management, and estate planning.