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• Market Downturn: Three Ways to Short the Market | Charles Schwab

  Investors seeking to profit from a market downturn or looking for portfolio protection have several short-selling alternatives they might consider. Here are three of them.

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• Carry Trade Unwind: Is It Really Over? | Charles Schwab

  Having been warned about the risk, investors now ask if the yen carry trade unwind is complete. Here's how far it might still go.

• Frequently Asked Questions - Asset Transfer | Charles Schwab

  In-kind transfer? ACAT? Fees? The difference between a rollover and a transfer? Get expert answers to your account transfer questions from Schwab.

• When Can Direct Indexing Make Sense for Your Portfolio? | Charles Schwab

  How does direct indexing work?

• Protect yourself from financial fraud. | Charles Schwab

  How to identify, avoid, and report common scams.

• Guide on Taking Social Security: 62 vs. 67 vs. 70 | Charles Schwab

  Considering whether to take Social Security benefits at 62 vs. 67 vs. 70? Learn how claiming your Social Security will affect you at each age.

• Rethinking the 4% Rule | Charles Schwab

  Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.

• Schwab One® Custodial Account | Charles Schwab

  What is a Schwab One® Custodial Account? It is a brokerage account that allows you to make a financial gift to a minor and help teach them about investing.

• Should You Roll Over Your Retirement Account? | Charles Schwab

  What options do you have when leaving a job where you hold an employer-sponsored retirement account?