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• What is P/E Ratio? | Charles Schwab

  Price-to-earnings ratio (P/E) provides a great starting point when evaluating stocks.

• Hitting Your Number: With Guests Jason Beck & Devin Pope | Charles Schwab

  Round-number goals are arbitrary but effective.

• Headwinds & Tailwinds in the Housing Market | Charles Schwab

  Ivy Zelman and Liz Ann Sonders discuss the challenges in the housing market—and find a few reasons to be optimistic.

• Net Investment Income Tax | Schwab

  As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.

• Revocable Living Trust vs. Will | Charles Schwab

  Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.

• Schwab Custodial IRA Account Application | Charles Schwab

  By signing this Application, you hereby adopt the Individual Retirement Plan that names Charles Schwab & Co., Inc. as Custodian of this Account, as further explained in the Charles Schwab & Co., Inc. Individual Retirement Plan.

• Investments | Charles Schwab

  Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs.

• Market Commentary | Charles Schwab

  Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.

• Swati Kumar | Financial Consultant in TX | Charles Schwab

  Swati Kumar is a Financial Consultant at Charles Schwab serving Dallas, TX. Request an appointment or contact us today to speak with a financial consultant.

• James Riefe | Financial Consultant in TX | Charles Schwab

  James Riefe is a Financial Consultant at Charles Schwab serving Dallas, TX. Request an appointment or contact us today to speak with a financial consultant.