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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....
8 Things to Know about IPOs | Charles Schwab | Charles Schwab
What is an IPO? How does it work? If you have equity compensation, how will you be impacted? Learn what to expect during an initial public offering....
Tax Efficient Asset Location | Charles Schwab
Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.
What are Stock Appreciation Rights (SARs)? | Charles Schwab | Charles Schwab
Learn about stock appreciation rights (SARs), including how they work, how to participate, and how this form of equity compensation may impact your taxes....
How Does the SEC Names Rule Work? | Charles Schwab
The U.S. Securities and Exchange Commission (SEC) mandates that funds must invest 80% in the asset indicated by their name. Learn more about the SEC Names Rule.
How to Choose an ETF – Guide to ETF Investing | Charles Schwab | Charles Schwab
Finding ETFs for your portfolio can be a challenge without a background in finance. Schwab’s knowledge and expertise is your resource to help you find what you’re looking for.
What is Tax-Gain Harvesting? | Charles Schwab
Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.
Learn about mutual funds and how they differ from other investments such as ETFs.
What is a Prenup and Why Do I Need It? | Charles Schwab
There are a lot of positives to prenups—but what is a prenup, exactly? Learn how a prenup works and how it may help protect you in the event of divorce....
Understand the potential financial loss of investment decisions and how that may affect your portfolio....