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• Portfolio Margin | Charles Schwab

  Portfolio margining is a method for calculating margins and associated risk in an investment portfolio. Learn about portfolio margin strategies with Schwab.

• How to Use a Total Return Approach | Charles Schwab

  In addition to dividends and interest, an entire portfolio—including cash balances and asset sales—can be used a source of funds in the total return approach.

• Bonds vs. Bond Funds: Which is Right for You? | Charles Schwab

  Not sure which to choose? There are pros and cons to each. Here are some things to consider about individual bonds versus bond funds.

• With Stubborn Inflation, What Should the Fed's Target Be? (With David Beckworth) | Charles Schwab

  Kathy Jones interviews economist David Beckworth about the potential role of nominal GDP as an alternate target for the Fed.

• ThomasPartners - Dividend Investing | Charles Schwab

  Income every month, annual income growth, and competitive total returns over time-the three goals of ThomasPartners. Learn more about dividend growth.

• How to see Schwab's Portfolio Builder

  Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.

• A Case for Seeking Extra Yield with Cash | Charles Schwab

  With interest rates higher than they've been in years, there's a strong case for seeking extra yield with your cash holdings. Get a snapshot of recent rates.

• Schwab Genesis Variable Annuity | Charles Schwab

  Take charge of your retirement with more investment choices, guaranteed income, and protection for your beneficiaries. Learn about the Schwab Genesis Variable Annuity.

• Demystifying Your Medicare Options for Retirement | Charles Schwab

  Retirement affects Medicare coverage, including premiums, coverage, and enrollment deadlines. Compare your Medicare options and help reduce out-of-pocket costs.

• Uncertainty Around Future Policy | Charles Schwab

  Uncertainty around future economic policies could translate to wait-and-see mode for many business leaders, the markets, and the Fed.