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Showing 81 – 90 of 4152 results

• How Portability Can Help Minimize Estate Taxes | Charles Schwab

  The portability rule allows spouses to use each other's unused lifetime estate and gift tax exemption—but it's not automatic and should be part of a larger estate planning conversation.

• Reduce Emotional Trading with Robo-Advisors | Charles Schwab

  Trading with your emotions during times of market volatility? Explore whether a robo-advisor may be able to help.

• CD or Treasury? Five Factors to Consider | Charles Schwab

  Certificates of deposit (CDs) and Treasuries both can offer steady, predictable investment income—but how to decide between them? Here are five factors to help you choose.

• How to Short a Stock: Short Selling Review | Charles Schwab

  Want to know how to short a stock? Learn the basics and the risks that are involved with short selling before you decide to dive in.

• Portfolio Margin Explained | Charles Schwab

  Introducing the benefits and risks of Portfolio Margin as compared to Regulation T.

• The Estate Tax and Lifetime Giving | Charles Schwab

  If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

• LEAPS Call Options: Stock Alternative? | Charles Schwab

  LEAPS, or long-term equity anticipation securities, are options with expirations longer than nine months. LEAPS calls can be traded as a leveraged stock alternative strategy.

• What Is an Options Spread Trade? | Charles Schwab

  Curious what an options spread trade is? Discover the basics, benefits, and risks of an options spread trade and ways to put on a spread trade.

• How to Use Advanced Stock Order Types | Charles Schwab

  Advanced stock orders can provide additional flexibility for investors. Learn about a few advanced order types that can help traders execute trades more in line with their goals.

• How to Plan for Estate Tax Uncertainties | Charles Schwab

  It's important to protect your heirs from estate tax uncertainties. Explore three types of trust that may help guard against future estate tax changes.