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• About the Author | Charles Schwab

  financial literacy. He is the author of several best-selling investment books, including How to Be Your Own Stockbroker; Charles Schwab’s Guide to Financial Independence; It Pays to Talk, written...Sites Business Continuity Financial Statement Accessibility Help Contact Us About Schwab Careers Compensation and Advice Disclosures Important...

• Why Trade Options at Schwab | Charles Schwab

  Get the best of options trading at Schwab. We provide competitive fees, intuitive tools and platforms, specialized support, options trading education, and more.

• Schwab Center for Financial Research | Charles Schwab

  The Schwab Center for Financial Research (SCFR) provides top-quality research, timely market insights, and practical guidance to help investors make better decisions.

• Schwab's Thematic Research Approach | Charles Schwab

  An innovative way to invest in our fast-changing world

• What Is Direct Indexing? | Charles Schwab

  Wondering what is direct indexing and is it right for you? Learn more about the features of direct indexing to see if it fits your investing objectives.

• Data Rights Request Form | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabFinancial Planning Offering How Much You Need to Retire Planning Calculators Complimentary

• Tax Strategies for Donating Life Insurance | Charles Schwab

  If you no longer need your permanent life insurance, donating it to charity can help save on taxes. Consider three tax strategies for gifting your life insurance.

• What is Thematic Investing? | Charles Schwab

  From AI to green energy to the space economy, thematic investing makes it easier to invest in ideas and trends. Learn more about thematic investing.

• Buying, Renting, and Selling a Second Home | Charles Schwab

  A second home is a substantial investment that lives by different rules than your primary residence. Review your options and potential tax consequences.

• New Contribution and Gifting Limits for 2025 | Charles Schwab

  Under the SECURE 2.0 Act, catch-up contributions for older workers get a boost this year. Discover what else is new for contribution and gifting limits in 2025.