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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.
Where personal finance gets personal
Learn about stock appreciation rights (SARs), a form of equity compensation tied to your company’s stock performance over a specific period.
Learn about costs associated with investing and trading and understand how fees and expenses may affect your investment returns.
Stay up to date on commentary related specifically to US markets.
Top investing experts | Read the bios | Charles Schwab
Regularly cited by the media on investing issues, Schwab’s top experts can help clients make better investment decisions. Meet our experts and read their bios.
Futures Trading | Charles Schwab Futures and Forex
Our specialized futures trading resources and industry-leading platform thinkorswim can help you trade futures, no matter your experience or skill level.
Learn about initial public offerings (IPOs), a way for companies to raise capital from public investors by listing company shares on a stock exchange, allowing public investors to purchase shares of the company's stock.
Learn about an individual retirement account, including how to open an IRA, IRA contribution limits, Roth IRA conversions, Roth vs. Traditional IRA calculators, rollovers, and withdrawals.
Ways to Invest | Charles Schwab
Explore multiple ways to invest with Schwab. Work with an advisor, get automated investing, or manage your own investments to meet your financial goals.