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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.
Get answers to tax-filing questions and find out how year-round tax planning may help you save and build more wealth over time
Planning & Retirement | Charles Schwab
Prepare for financial milestones and events
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.
country-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients. © 2025 Charles Schwab & Co., Inc. All...
Stay up to date on commentary related specifically to US markets.
Schwab Mobile App | Charles Schwab
Discover how some of the most popular tools and features of the Schwab Mobile app can help you simplify your financial life.
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.
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.