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New Congress Faces Massive Policy Agenda | Charles Schwab
Donald Trump and Republicans support sweeping changes that could affect the economy and investors. Narrow margins in Congress may complicate that agenda.
How a Risk Reversal Options Strategy Works | Charles Schwab
Having a risk reversal options strategy provides downside protection to the level of the purchased put option but limits the upside potential of a long stock position to the strike of the short call option. Here's how this strategy works.
Restricted Stock Services | Charles Schwab
Explore how Charles Schwab is uniquely positioned to offer our restricted stock clients a wide variety of service options and benefits.
Options Exercise, Assignment & Expiration | Charles Schwab
Learn how to navigate options exercise, assignment, and expiration, plus explore the mechanics of options expiration before your first options trade.
Real Estate Investment Trusts (REITs) | Charles Schwab
What is a REIT? Real Estate Investment Trusts allow you to trade real estate in the form of securities, usually in one of two main REIT types.
Muni Bonds: GO or Revenue? | Charles Schwab
You're interested in municipal bonds, but are general obligation munis or revenue muni bonds better for you?
Bollinger Bands: What They Are and How to Use Them | Charles Schwab
Bollinger Bands help you identify sharp, short-term price movements and potential entry and exit points.
How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab
Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.
Should You Add Life Insurance to Your Estate Plan? | Charles Schwab
Adding life insurance to your estate plan can help give your heirs flexibility in the future. Explore the difference between term and permanent life insurance.
Charles Schwab offers a wide range of investment advice, products and services, including brokerage and retirement accounts, ETFs, online trading and more.