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• Understanding Forex Margin | Charles Schwab

  What is leverage in the forex market? It’s the ability to buy and sell foreign currencies while putting up only a fraction—3% to 5%—of the notional amount. Leverage, or forex margin, offers potential opportunity, but it’s also quite risky.

• Margin Calls: What You Can Expect | Charles Schwab

  Received your first margin call and not sure what to do? Learn how to respond and discover some helpful strategies that may help you manage your risk.

• What is Thematic Investing? | Charles Schwab

  Thematic investments target ideas, personal values, or trends that don't fit squarely into existing industry classifications.

• What Is a Bear Market & How to Invest in It | Charles Schwab

  What is a bear market? How should I invest in it? Discover the basics of bear markets, their history, and how investors can approach them.

• 5 Types of Mortgage Loans to Consider | Charles Schwab

  Want to learn about different types of mortgage loans? Discover how different types of mortgages work, plus pros and cons to consider. Get started here.

• Stocks Plunge After Fed Outlook Disappoints | Charles Schwab

  U.S. stocks retreated as the Fed indicated it likely would lower rates only twice in 2025. The Dow dropped more than 1,000 points, and the S&P slid almost 3%. The Nasdaq lost 3.6%.

• What Happens to My Equity Award If I Quit? | Charles Schwab | Charles Schwab

  Wondering what will happen to your equity compensation if you leave your company? Learn what happens to vested and unvested equity if you quit or are fired.

• Tax and Estate Planning | Sample Scenarios

  See how Schwab Wealth Advisory helps clients achieve success with tax and estate planning.

• Are HSAs the New IRAs? | Charles Schwab

  Considering investing in a health savings account? Learn how these triple-tax-advantaged accounts could help pay for health care in retirement.

• Calculate Your RMD - RMD Calculator| Charles Schwab | Charles Schwab

  Use our RMD calculator to find out the required minimum distribution for your IRA. Plus review your projected RMDs over 10 years and over your lifetime.