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Looking for help with taxes? We’ll help you plan ahead with information about taxable income, capital gains, dividends, net investment income tax, cost basis, AMT, and more.
How to Use Advanced Stock Order Types | Charles Schwab
Advanced stock orders can provide additional flexibility for investors. Learn about a few advanced order types that can help traders execute trades more in line with their goals.
Diversification 101: Lessons from My Air Jordans | Charles Schwab
My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.
Trading Futures vs. Stocks | Charles Schwab
Stocks and futures both trade on exchanges, but that's where the similarities end. Futures contracts expire on a set date and can be traded using much more leverage.
Foreign Tax: Credit or Deduction? | Charles Schwab
If you paid foreign taxes on overseas investments, you may be able to avoid a double hit by claiming a credit or deduction on your U.S. tax return. Learn more.
Preferred Stock: A Potential Income Tool | Charles Schwab
If you're considering adding preferred stocks to your portfolio, know the benefits, characteristics, and risks.
4 Ways to Trade Currency Pairs | Charles Schwab
Learn the basics of currency trading and four common strategies that look to take advantage of different market conditions or potential trends.
Keeping Track of Your Portfolio's Performance | Charles Schwab
The S&P 500® Index may be the most familiar but considering other indices can offer a clearer picture of how different asset classes are performing.
Grow Tax-Free Savings with Roth Conversions | Charles Schwab
Converting a portion of your retirement savings into Roth assets can give you a flexible source of income and potentially help lower taxes over time.
Short Selling: Can You Profit from Falling Stocks? | Charles Schwab
Watch to learn how short selling, or shorting, a stock allows investors to sell a stock high, buy it low, and pocket the difference.