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How Does the SEC Names Rule Work? | Charles Schwab
The U.S. Securities and Exchange Commission (SEC) mandates that funds must invest 80% in the asset indicated by their name. Learn more about the SEC Names Rule....
How to transfer securities between accounts | Charles Schwab
Three Things to Know About the Wheel Strategy | Charles Schwab
Three things to know about the options wheel strategy, which involves selling cash-secured puts and, if assigned, writing covered calls on the stock—then hopefully repeated....
Tariffs and Corporate Bonds: 3 Things to Know Now | Charles Schwab
With markets volatile amid tariff uncertainty, here are three takeaways on preferred securities, investment-grade and high-yield corporate bonds....
Understanding Recent Volatility in the Bond Market | Charles Schwab
recent developments in the bond markets. They cover corporate credit spreads, issuance, preferred securities, TIPS, and more....
Retirement Income: Required Minimum Distributions | Charles Schwab
required minimum distributions (RMDs) penalties by taking RMDs as required, and learn know how the SECURE 2.0 Act updates can impact your retirement savings....
ERISA 408(b)(2) Fee Disclosure Report | Charles Schwab
The Employee Retirement Income Security Act of 1974 (ERISA), as amended, requires employee benefit plan fiduciaries to act solely in the interests of, and for the exclusive benefit of, plan participants...
Real Estate Investment Trusts (REITs) | Charles Schwab
What is a REIT? Real Estate Investment Trusts allow you to trade real estate in the form of securities, usually in one of two main REIT types....
options risk manager, and market maker for the Chicago Board Options Exchange and International Securities Exchange, with nearly 25 years of investment management experience assisting institutional and...
What Are Money Market Funds, and How Do They Work? | Charles Schwab
Money market funds typically invest in higher-yield, short-term debt securities. Learn how they work, their pros and cons, and if they make sense for you....