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• Agreement and Affidavit for Non-Schwab Durable Power of Attorney | Charles Schwab

  to apply a non-Schwab Power of Attorney to an existing Schwab account; it serves as the agreement between Schwab and the Durable Power of Attorney Agent designated in the non-Schwab Power of Attorney....

• Keeping Track of Your Portfolio's Performance | Charles Schwab

  Index may be the most familiar but considering other indices can offer a clearer picture of how different asset classes are performing....

• U.S. Economy: A Glass Half Full, Half Empty, or Both? | Charles Schwab

  With tried-and-true economic indicators pointing in different directions, what should investors be watching to get a good read on the economy now and the near future?...

• Form 1099-B: Cost Basis and Options Trading | Charles Schwab

  tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect....

• Can the Olympics Teach Us About Our Own Behavior? | Charles Schwab

  Mark Riepe explains the cognitive and emotional biases that show up across different Olympic choices and judgments and the lessons we can glean from them for our own financial decision-making....

• Margin Trading: The Starter Guide | Charles Schwab

  There are different types of margin trading for stocks, options, futures, and forex. Read more to learn about their unique risks and benefits....

• Stop Wasting Time Rebuilding Charts on thinkorswim | Charles Schwab

  have to rebuild a new chart every time you want to switch indicators. With one click you can see a different set of indicators and time frames....

• Charitable Remainder Trusts: What to Know | Charles Schwab

  Charitable remainder trusts can provide a tax break and income for life. Learn the different types, how they work, how to maximize them, and how they're taxed....

• What to Know About Trading Futures Options | Charles Schwab

  trading options, it's possible to trade futures as well as stocks. Learn the similarities and differences of trading options on futures versus stocks....

• Cents & Sensibility: With Guests Melina Palmer & Devin Pope | Charles Schwab

  gaps near round numbers alter how we perceive value? Learn how small thresholds can drive big differences in decision-making....