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• New to Investing | Charles Schwab

  New to investing? Start your investing journey the right way with accounts, products, services, resources, and advice from Schwab. Choose from IRAs, investment accounts, stocks, bonds, ETFs, and more.

• Jacob Figueira | Financial Consultant in CA | Charles Schwab

  Jacob Figueira is a Financial Consultant at Charles Schwab serving Walnut Creek, CA. Request an appointment or contact us today to speak with a financial consultant.

• What Is Dollar-Cost Averaging? | Charles Schwab

  Investing set amounts at regular intervals over time—also known as dollar-cost averaging—can help you manage timing risk and stick to your long-term plan.

• Rebalancing in Action | Charles Schwab

  Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.

• Schwab's Financial and Other Relationships with Mutual Funds | Charles Schwab

  This information may help you identify and evaluate any potential conflicts of interest that Schwab may have when you purchase a mutual fund or ETF through your Schwab account.

• What is Cost Basis and How Does It Work? | Charles Schwab

  What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.

• Stock Analysis Using the P/E Ratio | Charles Schwab

  Find out what traders should look for and look out for with the price-to-earnings ratio (P/E ratio).

• Pricing | Account Fees | Charles Schwab

  Here you’ll find Schwab’s pricing, account fees, and commissions. Our new commission-free trading makes trading stocks, ETFs, and options easier than ever.

• Making the Most of Your 401(k) in Your 20s | Charles Schwab

  Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

• Our Philosophy and What Matters in the Markets | Charles Schwab

  Kathy Jones and Liz Ann Sonders explain their investing philosophies and how they analyze market data.