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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.
Fraud Prevention | Charles Schwab
Help protect yourself against fraud and deceptive practices targeting your money and property.
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.
SIMPLE IRA Basic Plan Document | Charles Schwab
This document contains the legal provisions of your Schwab SIMPLE IRA plan.
Charitable Giving | Charles Schwab
Understand charitable giving strategies to minimize your taxes by maximizing your gifts of securities, cash, or goods to nonprofit organizations.
Retirement Income | Charles Schwab
Learn to create a strategy to help you withdraw, spend and invest your savings for reliable cash flow and a potentially better tax outcome.
Tax Loss Harvesting | Charles Schwab
Learn about tax-loss harvesting and how it may impact your taxes.
Pledged Asset Line® Wire Transfer Request and Authorization | Charles Schwab
This Schwab Bank Wire Transfer Request and Authorization Agreement establishes additional terms and conditions relating to your Pledged Asset Line account(s), and are part of the agreement between each account holder and Schwab Bank.
Schwab Digital Guide | Charles Schwab
Schwab.com and the Schwab Mobile app give you the digital tools and resources you need to access and manage your accounts.Download printable version here.