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What to Know About Margin | Charles Schwab
Here are some things to consider when using margin and four tips for managing your risk.
Put vs. Call Option: The Basic Differences | Charles Schwab
Learn the differences between a put vs. call option strategy and how options-approved traders can apply these fundamental options strategies to their trades.
2025 Mid-Year Outlook: U.S. Stocks and Economy | Charles Schwab
Learn what's in store for the remainder of 2025 and the confluence of challenges that lie ahead in the mid-year outlook for U.S. stocks and economy.
Which Milestone Ages Factor Into Retirement Planning? | Charles Schwab
Retirement planning is tied to a series of milestone ages. Mark Riepe outlines which birthdays can shape decisions about your financial future.
Option Traders: How Portfolio Margin Works | Charles Schwab
Portfolio margin is available to qualified Schwab clients who have a margin account and meet the requirements. Learn more about what it is, how it works, and the risks involved.
CD and Treasury Rollover Landing Page
Introducing automatic rollovers from Schwab. Now you can reinvest the principle on your maturing CDs and U.S. Treasury securities automatically.
Learn about the foreign exchange market and currencies trading.
Rebalancing in Action | Charles Schwab
Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.
Learn about strategies related to keeping cash as an investment.