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• Investment Advisory Products Employer Opt-Out Authorization Form | Charles Schwab

  Use this form if you do not want to include investment advisory products as an investment choice under your plan.

• Basics of Margin Trading for Investors | Charles Schwab

  Buying on margin can magnify your returns, but it can also increase your losses. Learn the basics, benefits, and risks of margin trading.

• How to 'Summer-ize' Your Portfolio, Budget, & Life | Charles Schwab

  Summer markets can pose unique twists but also opportunities. Here are some investor need-to-knows before you head off for vacation.

• Buying a Muni Below Par? Reasons to Think Twice | Charles Schwab

  Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

• The New Magnificent Seven? | Charles Schwab

  We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.

• Micro Bitcoin and Ether Futures Offer Small Bites of Crypto | Charles Schwab

  At a fraction of the size of a standard futures contract, Micro Bitcoin and Ether futures can offer a more capital-efficient way for traders to gain bitcoin and ether exposure.

• Social Security: When to Start Drawing Benefits? | Charles Schwab

  Leverage the Social Security retirement age chart if you are not yet full retirement age to know when you should start drawing benefits.

• How to Launch and Maintain a Business | Charles Schwab

  Wondering how to launch a business? Discover 8 actionable tasks that will help you get your new business off the ground and positioned for success.

• 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.

• 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.