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Trader Status & 475 Mark-to-Market | Charles Schwab
Learn unique tax considerations that impact traders, including potentially qualifying for special taxes deductions under the Trader Status or making the 475 Mark-to-Market election.
What is an IRA? | Open an Individual Retirement Account | Charles Schwab
An Individual Retirement Account, or IRA, can help you reach your retirement goals. Learn what an IRA is and which IRA type may best help you save on taxes.
Get tips and advice on saving for retirement, life goals, and emergencies.
Joe Mazzola is Schwab's Head Trading & Derivatives Strategist. He is a former portfolio manager, options risk manager, and market maker for the Chicago Board Options Exchange and International Securities Exchange, with nearly 25 years of investment management experience assisting institutional and retail clients.
Alex Coffey is a Senior Trading Strategist at Schwab. He also serves as a Senior Equities Contributor and Host of Next Gen Investing on the Schwab Network. His financial markets background is primarily in derivatives and market structure. He is a graduate of the University of Nebraska-Lincoln with a double major in Finance and Accounting and a double minor in Math and Economics.
Rob Fleming is a senior market analyst for the Schwab Center for Financial Research. He is primarily responsible for market analysis and reporting, and market-related education.
Cameron May is a Senior Manager of Schwab Trader Education. He has 25 years of investment experience. He made the move to education in 2005 and has since taught tens of thousands of investors in topics such as Value, Growth, Income Investing, Portfolio Management, Technical Analysis, and Options Trading.
Consider a trust to help manage and distribute assets during your lifetime and for future generations.
Keep up to date on issues impacting stock investments.
Market Snapshot | July 2025 | Charles Schwab
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.