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• Market Orders: Mastering the Order Types | Charles Schwab

  Understanding what order types are, why and when traders use them, and the factors involved can help you match an order type to your specific trade objectives.

• Investment Expense: What's Tax Deductible? | Charles Schwab

  The IRS allows various tax deductions for investment-related expenses, if they're related to taxable investment income. Find out if your expenses qualify.

• Greek Graphs Tell the Story of Call Strategies | Charles Schwab

  An understanding of the options greeks allows traders to visualize and estimate the potential performance of a call options trade.

• 8-Step Guide to Saving for Multiple Financial Goals | Charles Schwab

  When you're juggling multiple financial goals, it can be overwhelming to try to figure out where to start and which to prioritize. Learn what to consider.

• When Will Social Security and Medicare Run Out? | Charles Schwab

  Medicare and Social Security are projected to run out by 2036. Read what Mike Townsend has to say about the likelihood of shortfalls and possible solutions.

• Portfolio Margin vs. Regulation T Margin | Charles Schwab

  Portfolio margin offers qualified individuals access to risk-based margin. Here's the difference between portfolio margin and Regulation T margin.

• 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.

• Want to Downsize Your Home? Here’s What to Know | Charles Schwab

  Moving to a smaller house as you near retirement can have many financial advantages. Here’s what you should consider from a tax perspective.

• Schwab's Thematic Research Approach | Charles Schwab

  An innovative way to invest in our fast-changing world

• Investment Income taxes | Schwab

  As an investor, you don’t want surprises at tax time. We’ll help you plan ahead with information about capital gains, dividends, interest income, net investment income tax, cost basis, AMT, and more.