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Noncash Charitable Contributions for Tax-Smart Giving | Charles Schwab
Leveraging the appreciation of assets such as real estate or stock to make noncash charitable contributions can help maximize your impact and reduce your taxes.
Use this form to recharacterize contributions made to a Roth IRA or Traditional IRA, or remove an excess Traditional IRA or Roth IRA contribution.
Q1 Tech Earnings Preview: Tariffs Chip Confidence | Charles Schwab
Major tech firms like Apple and Microsoft may face questions about how tariffs impact affected Q1 results, with strength seen as pre-tariff demand.
Why a Board of Directors Matters | Charles Schwab
A board of directors' responsibilities can be critical to a company's success or failure. Find out how to factor board makeup into your investment decisions.
How Will the Market Respond to Rate Cuts? | Charles Schwab
Looking back at the 14 Fed rate cycles since 1929, certain patterns emerge. Learn what factors could be driving the Fed now.
How to Avoid Overconcentration | Charles Schwab | Charles Schwab
Overconcentration in a single stock—even your company's stock—is risky. Learn about overconcentration, how to avoid it & what to consider before selling stock.
Is Your Investment Portfolio Too Cluttered? | Charles Schwab
A little bit of streamlining can lighten the load when it comes to portfolio management.
Trailing Stop Orders: Mastering Order Types | Charles Schwab
Trailing stop orders can be useful for traders who want to follow the trend while managing their exit strategy. Learn what they are and how to use them.
Retirement Asset Allocation Tips | Charles Schwab
How should you determine your retirement asset allocation? Discover how to choose the right mix of investments to help you reach your retirement goals.
Futures Contract | Charles Schwab Futures and Forex
Explore the components of futures contracts, along with some basic concepts such as mark-to-market, hedging with futures, and futures roll.