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View the Schwab Trading Activity Index™ | Charles Schwab
Get a snapshot of investor sentiment using data from a sample of accounts of real investors with the Schwab Trading Activity Index (STAX)....
What is Cost Basis and How Does It Work? | Charles Schwab
What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.
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.
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 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.
How to Combine 401ks & Retirement Accounts | Charles Schwab
Combining 401(k)s and other retirement accounts in one place simplifies your finances, lowers administrative fees, and protects your retirement savings.
Understand returns on your investments over time and how they're contributing to your goals.
Understand how insurance may help protect you, your family, and your investments.
How Fed rate cuts impact mortgage interest rates | Charles Schwab
Why aren't mortgage rates falling more quickly? Learn why mortgage interest rates don't necessarily track with Fed rate cuts.
Social Security | Charles Schwab
Understand how Social Security works and when you should consider taking it.