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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.
What's Your Risk Capacity? | Charles Schwab
It's not how much risk you can take but how much time you have to save. Learn the difference between risk capacity and risk tolerance and why they should align.
Trading Education at Schwab | Charles Schwab
Education is crucial, and Schwab's Lorraine Gavican-Kerr, managing director of trader education, knows traders can learn new skills, mechanics, and risk management strategies for trading.
Charles Schwab podcasts bring you revealing stories, news, and insights to help you make informed decisions about your portfolio and life.
Most types of income are taxable, including money you make from a job or self-employment, investment income, unemployment pay, lottery winnings, and many other income sources. Nontaxable income sources include gifts, child support, and life insurance proceeds.
How Passing Assets to Parents Can Lower Taxes | Charles Schwab
Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.
Recent Market Volatility & the Role of Fixed Income | Charles Schwab
Kathy Jones interviews Matt Hastings about the challenges of managing fixed income portfolios.
Noncash Charitable Contributions for Tax-Smart Giving | Charles Schwab
Leveraging the appreciation of assets such as real estate or stock to make noncash charitable contributions can help maximize your impact and reduce your taxes.
How to Prioritize Your Finances | Charles Schwab
Everyone has different financial goals, but there are a few many of us share. In this video, we look to help you decide how to prioritize your goals to stay financially healthy.
Does Your Portfolio Need Decluttering? | Charles Schwab
In the spirit of spring cleaning, Susan Hirshman returns for a bonus episode to share helpful methods for decluttering your portfolio.