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• Introduction to the thinkorswim® Desktop Platform | Charles Schwab

  Welcome to thinkorswim®. In this video we'll provide a high-level tour of the most commonly used features of the thinkorswim trading platform.

• Can the Olympics Teach Us About Our Own Behavior? | Charles Schwab

  Mark Riepe explains the cognitive and emotional biases that show up across different Olympic choices and judgments and the lessons we can glean from them for our own financial decision-making.

• What Should Your Advisor Know About You? | Charles Schwab

  How much should you share with your financial advisor? Learn why trust, open communication, and the right information matter when working with professional help.

• Rebel With a Cause | Charles Schwab

  Can resistance to authority be leveraged for positive change?

• Spending in Retirement: Beyond the 4% Rule | Charles Schwab

  The 4% rule is a common rule of thumb to determine your ideal spending percentage in retirement. Explore personalized retirement spending beyond the 4% rule.

• The Fed at Jackson Hole & Revised Employment Data | Charles Schwab

  Liz Ann Sonders and Kathy Jones discuss the Federal Reserve’s annual conference at Jackson Hole and the annual payrolls benchmark revision.

• Navigating Post-Election Market Dynamics | Charles Schwab

  Liz Ann Sonders and Kathy Jones discuss the market reactions following the election, focusing on both the equity and bond markets.

• Roth IRA Withdrawal Rules | Charles Schwab

  Roth IRA withdrawals can be tax-free depending on qualifying conditions and your age. Learn more about Roth IRA withdrawal rules.

• Individual 401(k) Account Application | Charles Schwab

  If this is an initial employer adoption of a Schwab Individual 401(k), you must also include your completed, signed and dated Individual 401(k) adoption Agreement.

• What are Bonds? Types of Bonds & How they Work (2024) | Charles Schwab

  Learn about bonds, starting with the basics (what is a bond, how do bonds work) and then exploring types of bonds and how rising interest rates can affect them.