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• ETF Fees and Associated Costs of ETF Investing | Charles Schwab

  Be an informed investor: understand the fees and associated costs of ETF investing. Learn what additional expenses you can expect and how they compare.

• Schwab automated investing with unlimited guidance | Charles Schwab

  Schwab Intelligent Portfolios Premium is automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER professional.

• Schwab Intelligent Portfolios Historical Performance | Charles Schwab

  This interactive tool allows you to see historical returns for a sample of some of the available portfolios.

• Exchange-Traded Notes: The Facts and the Risks | Charles Schwab

  Exchange-traded funds (ETFs) have been around since 1993, and there's no doubt that they are popular with investors. Exchange-traded notes (ETNs) may have a similar sounding name, but ETNs are not the same as ETFs, and they carry some important risks to be aware of.

• Micro Futures | Charles Schwab Futures and Forex

  With a lower cost of entry and lower margin requirements, micro futures and micro E-mini futures could be an efficient way to diversify your portfolio.

• RMDs | Charles Schwab

  Gain clarity on required minimum distributions (RMDs) and their impact on your accounts and taxes.

• IPOs | Charles Schwab

  Learn about initial public offerings (IPOs), a way for companies to raise capital from public investors by listing company shares on a stock exchange, allowing public investors to purchase shares of the company's stock.

• Futures Trading | Charles Schwab Futures and Forex

  Our specialized futures trading resources and industry-leading platform thinkorswim can help you trade futures, no matter your experience or skill level.

• Net Investment Income Tax | Schwab

  As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.

• The Risks of P2P Payment Apps | Charles Schwab

  Peer-to-peer (P2P) payment apps have simplified money transfers—but what are the risks of associated with using payment apps? Learn how to avoid scams.