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Hayden Adams, CPA, CFP, is Director of Tax and Wealth Management for the Schwab Center for Financial Research. He provides analysis and insights on topics including income tax planning, tax-efficient investing, asset allocation, and retirement withdrawal strategies for a range of Schwab clients and advisors.
Stock Options | Charles Schwab
Learn about stock options, like non-qualified stock options (NQSQs) and incentive stock options (ISOs), a form of equity compensation, which allows an employee to buy shares of company stock at a fixed price.
How to Trade When News Moves the Markets | Charles Schwab
We'll look at the four most common types of financial news impacting the markets today and how traders can position their trades to ride the ripple effects.
Love the Mug You're With: With Guests Joel Platt, Sally Sadoff & Richard Thaler | Charles Schwab
It's a bias that's been observed for perhaps thousands of years, a tendency to overvalue what we already possess.
Dividend Reinvestment Plans | Charles Schwab
A DRIP allows investors to automatically reinvest the cash from a stock's dividend payments. Watch this video to learn how to enroll in a DRIP.
View All Branches | Charles Schwab
Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.
Investing Basics: Bitcoin and Blockchain | Charles Schwab
Learn the basics of cryptocurrencies, including what they are, their benefits and risks, and how investors can gain exposure to them.
Wondering Where to Stash Your Cash? Start Here. | Charles Schwab
There are lots of places to stash your cash, but it's not one-size-fits-all. It pays to choose carefully.
Anticipate tax issues to help postpone or potentially avoid unnecessary taxes and maximize after-tax wealth.
Read our views on trends in the fixed income market affecting bonds, CDs, and money markets.