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• Your Mid-Year Money Check-Up | Charles Schwab

  Are you on track to meet your financial goals? Follow these five steps to find out.

• thinkorswim® Trading Tools FAQs for Traders | Charles Schwab

  Learn how to use some of the most common trading tools available on thinkorswim®. Becoming familiar with these tools can help new traders get started.

• Index funds & ETFs: Investing in Index Funds | Charles Schwab

  Discover the advantages of index funds and how to invest in low-cost market cap index mutual funds and index ETFs with no minimums.

• 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.

• How to Buy Stock on thinkorswim® Desktop | Charles Schwab

  In this video, Education Coach Cameron May shows how to buy stocks on thinkorswim® desktop.

• Want to Downsize Your Home? Here’s What to Know | Charles Schwab

  Moving to a smaller house as you near retirement can have many financial advantages. Here’s what you should consider from a tax perspective.

• What Is a Beneficiary? Why Naming Them Is Key | Charles Schwab

  Designating beneficiaries is a simple way to help protect your estate and avoid probate. What is a beneficiary, and why do you need one? Learn the basics.

• Schwab Online Services Agreement | Charles Schwab

  Read the Schwab Online Services Agreement.

• Bear Market: Now What? | Charles Schwab

  Bear markets can pose a challenge to your financial goals. Here are seven tips for dealing with down markets.

• Investing Basics: Stocks | Charles Schwab

  Stocks are one of the most common investments. Learn what stocks are, the risks associated with them, and the role they can play in an investment portfolio.