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• Index funds & ETFs: Investing in Index Funds | Charles Schwab

  Discover the advantages of index funds and how to invest in low-cost market cap index mutual funds and index ETFs with no minimums.

• Introduction to thinkorswim® Web | Charles Schwab

  In this tutorial, we'll take a tour of the thinkorswim® web platform and show you how to get started.

• Health Care Costs in Retirement: Are You Prepared? | Charles Schwab

  Medical bills can put a strain on your retirement income. Explore four ways you can plan ahead to help avoid high health care costs in retirement.

• Understanding Forex Margin | Charles Schwab

  What is leverage in the forex market? It’s the ability to buy and sell foreign currencies while putting up only a fraction—3% to 5%—of the notional amount. Leverage, or forex margin, offers potential opportunity, but it’s also quite risky.

• 529 Plan: A College-Savings Vehicle | Charles Schwab

  A 529 plan, a popular college-savings vehicle, can provide several tax advantages when used for education expenses. Learn more about how 529 plans work.

• How a Risk Reversal Options Strategy Works | Charles Schwab

  Having a risk reversal options strategy provides downside protection to the level of the purchased put option but limits the upside potential of a long stock position to the strike of the short call option. Here's how this strategy works.

• Registered Index-Linked Annuities | Charles Schwab

  A Schwab registered index-linked annuity with no annual fees gives you the opportunity for equity-like earnings while offering a level of protection in market downturns.

• Investment Advisory Products Employer Opt-Out Authorization Form | Charles Schwab

  Use this form if you do not want to include investment advisory products as an investment choice under your plan.

• Investing Principles | Charles Schwab

  The fundamentals you need for investing success. Schwab can help you create or update your financial plan using these investing basics.

• Learning Quest 529 Plan Financial Professional Authorization Form | Charles Schwab

  Complete this form to designate or change a Financial Professional on your account.