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Diversification | Charles Schwab
Diversification is a common risk management strategy. Learn how you can diversify your portfolio by spreading your money between different types of investments within each asset class.
Social Security | Charles Schwab
Understand how Social Security works and when you should consider taking it.
Charles Schwab | Charles Schwab
Charles "Chuck" R. Schwab started the San Francisco–based The Charles Schwab Corporation in 1971 as a traditional brokerage company, and in 1974 became a pioneer in the discount brokerage business. Schwab took an early lead in the industry, offering a combination of low prices and fast, efficient order executions, and soon became the nation's largest discount broker. Today, the company is the nation's largest publicly traded investment services firm, with around $7.4 trillion in client assets. Often credited with "democratizing" investment, Schwab has driven countless innovations in the investment services industry designed to help individuals make the most of saving and investing, including 24/7 access to services, the one-stop mutual fund supermarket providing access to thousands of no-load, no-transaction-fee mutual funds, custodial services for independent registered investment advisors, online trading, and many others. Today, the company has expanded from its roots as a discount brokerage ...
Estate Planning | Charles Schwab
Make your wishes known with a clear estate plan.
Schwab Brokerage: Trust Account | Charles Schwab
Schwab One Trust Accounts protect and manage your assets. No monthly service fees. Available for any size estate and most trusts.
A real estate investment trust, or REIT, is a type of trust that invests in a portfolio of real estate. Learn how REITs can provide a way to invest in the real estate market.
Company Earnings | Charles Schwab
Understand what impact company earnings may have on the market and your investments.
Asset Allocation | Charles Schwab
Spreading your investments across different asset classes is a strategy for balancing risk and return in your portfolio. Learn how you can select a mix of stocks, bonds, and cash that aligns with your risk profile.
Fraud Prevention | Charles Schwab
Help protect yourself against fraud and deceptive practices targeting your money and property.
Tax Loss Harvesting | Charles Schwab
Learn about tax-loss harvesting and how it may impact your taxes.