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Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis....
What You Can Learn From Stock Trading Volume | Charles Schwab
Volume tells how many shares are publicly traded on a particular day. It can also confirm the trend and buy signal, warn of potential trend changes, and help track the smart money....
How Can You Steer Your Portfolio Through a Recession? | Charles Schwab
What are some strategies that can help investors navigate a recession?
How to Pay Off Student Loans | Charles Schwab
Wondering how to pay off student loans? Here are some tips to consider that can potentially help you reduce or eliminate your student loan debt....
What is the Sunk Cost Fallacy and How Does It Work? | Charles Schwab
The sunk cost fallacy is the irrational idea that you should keep investing in something just because you've already invested time or money in it. Learn more.
Fixed-Rate Mortgage vs. ARM: How Do They Compare? | Charles Schwab
Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?
Special Needs Trusts: What to Know | Charles Schwab
needs trusts can help protect vulnerable family members without affecting government benefits. Learn how estate owners can pass along financial support....
Imagine that you've put in effort toward a goal, but things haven't quite worked out the way you hoped. How do you know when it's time to let it go?...
How to Short a Stock: Short Selling Review | Charles Schwab
Want to know how to short a stock? Learn the basics and the risks that are involved with short selling before you decide to dive in....
How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab
Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.