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• Trading Up-Close: Short Selling Overview | Charles Schwab

  Learn the basics around the concept of short selling and the mechanics of how a short sale works.

• Three Ways to Calculate Intrinsic Value | Charles Schwab

  Watch to learn three methods for estimating an investment's intrinsic value: comparison, build up, and discounted cash flow.

• Help and Support on thinkorswim® mobile (iPhone) | Charles Schwab

  How to access help and support using the thinkorswim® mobile app for iPhone.

• Investing Basics: Bitcoin and Blockchain | Charles Schwab

  Learn the basics of cryptocurrencies, including what they are, their benefits and risks, and how investors can gain exposure to them.

• What to Know About Catch-Up Contributions | Charles Schwab

  SECURE 2.0 requires higher earners to put their catch-up retirement savings in a Roth 401(k).

• What is Tax-Gain Harvesting? | Charles Schwab

  Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.

• What Happens During an IRS Audit?  | Charles Schwab

  As an IRS agent I conducted hundreds of audits. Here's how the process works and what you can do to prepare.

• Choosing the Right Charitable Trust for You | Charles Schwab

  Charitable lead trusts and charitable remainder trusts can help satisfy both philanthropic and financial goals. Consider which charitable trust is best for you.

• IRA Rules: 8 Things You Need to Know | Charles Schwab

  Knowing about different IRA rules can help you make better decisions about which type of retirement account best suits your situation.