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• Tax reporting and cost basis facts for stock plans.

• Navigating Post-Election Market Dynamics | Charles Schwab

  Liz Ann Sonders and Kathy Jones discuss the market reactions following the election, focusing on both the equity and bond markets.

• Making Sense of the Current Economic Cycle | Charles Schwab

  Kathy Jones and Liz Ann Sonders examine the current rate-cutting environment in the context of previous economic cycles.

• How to Calculate Financing Rates on Forex Trades | Charles Schwab

  When a forex position is carried from one day to the next, the position is adjusted to reflect the interest rate differential between the currencies. Learn how forex rolling works.

• Getting Started with Options (Week 10 of 10) | Charles Schwab

  In this video, we discuss an example 3-step process for selecting a specific options strategy out of the dozens available.

• Understanding S&P 500 Futures | Charles Schwab

  S&P 500 futures provide exposure to individual stocks in the index. But trading futures differs from trading equities. Learn how futures work and how they're used.

• Tax-Smart Ways to Gift Stock | Charles Schwab

  Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.

• Considering the Risk of Stagflation & Uncertainty | Charles Schwab

  Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.

• How to Short a Stock: Short Selling Review | Charles Schwab

  Want to know how to short a stock? Learn the basics and the risks that are involved with short selling before you decide to dive in.

• When Should You Take Social Security? | Charles Schwab

  Mark Riepe is joined by Rob Williams and Susan Hirshman to examine one of the most critical retirement decisions: When should you take Social Security?