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Understanding Forex Margin | Charles Schwab
What is leverage in the forex market? It’s the ability to buy and sell foreign currencies while putting up only a fraction—3% to 5%—of the notional amount. Leverage, or forex margin, offers potential opportunity, but it’s also quite risky.
The New Magnificent Seven? | Charles Schwab
We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.
4 Retirement Risks to Avoid | Charles Schwab
The five years before and after retirement are among the most important—and vulnerable—for savings. Consider these tips to help avoid potential risks.
Tax-Efficient Investing | Charles Schwab
Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.
Income Too High for a Roth IRA? Try These Alternatives | Charles Schwab
If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.
A Look at Hard vs. Soft Data | Charles Schwab
Take a look at hard vs. soft data and learn why trends, for now, will likely remain murky and volatile in the near-term.
Registered Index-Linked Annuities | Charles Schwab
A Schwab registered index-linked annuity with no annual fees gives you the opportunity for equity-like earnings while offering a level of protection in market downturns.
SIMPLE IRA Contribution Transmittal Form | Charles Schwab
Use this form to remit SIMPLE IRA contributions for your plan to Schwab. All requested information is required.
Schwab 529 Plan Agent Authorization Form | Charles Schwab
Complete this form to designate an Investment Advisor, individual, or other entity as your agent with limited authority to act on your Schwab 529 Plan Account(s).
Should You Add Life Insurance to Your Estate Plan? | Charles Schwab
Adding life insurance to your estate plan can help give your heirs flexibility in the future. Explore the difference between term and permanent life insurance.