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• Basics of Margin Trading for Investors | Charles Schwab

  Buying on margin can magnify your returns, but it can also increase your losses. Learn the basics, benefits, and risks of margin trading.

• Tax basics | Schwab

  Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.

• Muni Bonds: GO or Revenue? | Charles Schwab

  You're interested in municipal bonds, but are general obligation munis or revenue muni bonds better for you?

• Health Care Costs in Retirement: Are You Prepared? | Charles Schwab

  Medical bills can put a strain on your retirement income. Explore four ways you can plan ahead to help avoid high health care costs in retirement.

• Reassessing Your Investment Risk Tolerance | Charles Schwab

  How much risk can you really handle? Answer these three questions to help you determine your risk tolerance so you can react wisely during market volatility.

• 5 Rules for Creating a Retirement Paycheck | Charles Schwab

  Producing a steady income stream in retirement is a complex undertaking. Consider these five rules to help you create a retirement paycheck.

• Market Outlook: What's in Store for 2024? | Charles Schwab

  As we approach 2024, what can investors expect from the markets in the new year?

• When Markets Talk, the Bond Market Speaks Loudest | Charles Schwab

  The fluctuating economic environment, tariffs, and the Fed's ongoing challenges keep bond investors wondering where to turn.

• Little Bits of Happiness: With Guests Sally Millington & Ellen Evers | Charles Schwab

  Learn how the way we separate life's highs and lows can influence our happiness.

• Leveraging Assets to Manage Your Wealth | Charles Schwab

  Borrowing against your assets can often act as a tool to manage wealth. Here's how to use debt strategically—even in some cases when you can afford to pay cash.