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• Unwrap a New Approach to Holiday Spending | Charles Schwab

  Consider these nine ideas to help you take control of holiday spending and avoid a financial hangover in the New Year.

• What to Know About Artificial Intelligence (AI) | Charles Schwab

  AI technology could alter our lives. Find out what Schwab's Kevin Gordon and AI expert Mark Esposito think about what the future of AI could mean for investors.

• Comparing Index Options and Equity Options | Charles Schwab

  Index options overlie broad market indexes and single equity or ETF options track narrower underlying assets. There are other differences for traders to learn.

• Form 1099-B: Cost Basis and Options Trading | Charles Schwab

  At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.

• Costly 529 College-Saving Mistakes | Charles Schwab

  A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid. We also discuss rules for 529-Roth conversions.

• Tax-Bracket Management Tips | Charles Schwab | Charles Schwab

  Strategically realizing or reducing income each year can help maximize after-tax returns—and potentially increase your wealth over time.

• Why International and Why Now | Charles Schwab

  The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.

• Shorting Stocks in Your Investment Strategy | Charles Schwab

  Short selling aims to provide protection or profit during a stock market downturn, but it can be risky and requires a margin account. Learn the mechanics of shorting a stock.

• Death Notification: What to do when a loved one dies — Inheritance Center | Charles Schwab

  Notifying us of the death of a Schwab client is the first step in the inheritance process. It’s easy and will take only a few minutes.

• Mid-Year Statement of Financial Condition | Charles Schwab

  Charles Schwab & Co., Inc. notes to Statement of Financial Condition.