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Margin Loan Risks & Benefits | Charles Schwab
Margin loans offer an opportunity to increase your investment return, but any loan has risk. Schwab helps you learn the benefits and risks of margin trading.
Apply for a Mortgage | Charles Schwab
Apply for a mortgage through Schwab Bank's home loan program provided by Rocket Mortgage to get a home loan designed for your needs.
Learn how annuities work and their potential costs and benefits.
EPS, or "earnings per share" gives you an idea of how profitable a company is. It's a simple calculation, but there's more to understanding EPS than just the math.
What is a Traditional IRA? | Charles Schwab
What is a Traditional IRA? A Traditional IRA allows you to contribute pre-tax dollars and grow your money tax deferred. Learn about how to open one today.
Keep up to date on issues impacting stock investments.
Buying a Muni Below Par? Reasons to Think Twice | Charles Schwab
Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.
Philip Kendall | Charles Schwab
Phil has more than 20 years of experience within investment management and financial services, including financial planning. He currently leads the Wealth Services team that is responsible for overall relationship management of ultra-high-net-worth clients. Prior to joining Schwab in 2009, he held roles in equity trading, investment management, and client management.
Brayton Brandt | Charles Schwab
As a Research Analyst for the Schwab Center for Financial Research (SCFR), Brayton provides investment research and thought leadership for Schwab clients and advisors, including timely and relevant charts on a variety of investing and wealth management topics.
Heather O'Leary | Charles Schwab
Heather O'Leary is a Senior Global Investment Research Analyst at Charles Schwab & Co. She is responsible for global market and economic data analysis to develop insights and create material for written publications, keynote presentations, and social media content produced by the Global Investment Strategy team.