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Keeping Track of Your Portfolio's Performance | Charles Schwab
The S&P 500® Index may be the most familiar but considering other indices can offer a clearer picture of how different asset classes are performing.
Municipal Bonds: Mid-Year Outlook [2025] | Charles Schwab
What's next for municipal bonds in the second half of 2025? Here's what fixed income investors should know about the muni bond market.
Options Spread Orders on thinkorswim® Desktop | Charles Schwab
Learn how to create options spread orders on thinkorswim® desktop.
Getting Started with Options (Week 10 of 10) | Charles Schwab
In this video, we discuss an example 3-step process for selecting a specific options strategy out of the dozens available.
IPO Market Warming Up as Sentiment Improves | Charles Schwab
There are renewed signs of life in the initial public offerings space. See why an increase in offerings can sometimes suggest market sentiment improvement.
The Pros and Cons of Direct Indexing | Charles Schwab
Direct indexing allows investors to customize for their individual needs and potentially higher after-tax returns. Discover more about this investment strategy.
Countdown for Gift and Estate Tax Exemptions | Charles Schwab
Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.
Tax Advantages and Risks of Direct Indexing | Charles Schwab
Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.
On a High Note | Charles Schwab
Is it possible to structure our experiences to remember them more fondly?
What is Cryptocurrency & How Does It Work? (2025) | Charles Schwab
What is cryptocurrency exactly? Discover how it works and the many types of cryptocurrencies, including the one that started it all: bitcoin.