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• Portfolio Management | Charles Schwab

  Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.

• Awards and Industry Recognition | Charles Schwab

  Winning awards starts with winning client satisfaction. Our dedication to serving clients has earned us top rankings in the industry.

• Insights & Education | Charles Schwab | Charles Schwab

  Keeping you at the forefront of modern investing

• Statement of financial condition | Charles Schwab

• Investing Basics: Mutual Funds | Charles Schwab

  Mutual funds have been an investing staple for many investors because of the diversification they provide.

• Sector ETFs | Charles Schwab

  Are you new to sector ETFs or want to learn which sectors you should be investing in? Let Schwab experts explain the various sector ETFs to help you determine what can work with your investing style.

• How Futures Margin Works | Charles Schwab

  Learn about futures margin trading and how leverage impacts potential profits and losses.

• What are stock options? Learn about NQSOs and ISOs | Charles Schwab

  Learn about stock options, NQSOs and ISOs, including what they are, how they're taxed, and how to sell your shares.

• Taxes | Schwab

  Looking for help with taxes? We’ll help you plan ahead with information about taxable income, capital gains, dividends, net investment income tax, cost basis, AMT, and more.

• How to Choose an ETF – Guide to ETF Investing | Charles Schwab | Charles Schwab

  Finding ETFs for your portfolio can be a challenge without a background in finance. Schwab’s knowledge and expertise is your resource to help you find what you’re looking for.