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• Markets and Economy | Charles Schwab

  Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

• Equity Compensation | Charles Schwab

  Learn about restricted stock, stock options, and employee stock purchase plans—all of which are types of non-cash compensation that companies offer employees to allow them to partake in ownership of their firm.

• Selecting Investments - Fixed Income | Charles Schwab

  Learn how to decide which fixed income investment best fits your need. Explore the steps to help build your fixed income portfolio.

• What Is a Roth IRA? | Charles Schwab

  Roth IRAs are individual retirement accounts that you contribute to with after-tax dollars (income you’ve already paid taxes on). The potential benefit? Your savings can grow tax-free.

• Portfolio Management | Charles Schwab

  Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.

• Security Based Loans | Charles Schwab

  Learn more about the different ways you can borrow against your brokerage account and the risks involved.

• Fundamental Analysis | Charles Schwab

  Examine economic and financial factors to estimate a security's value.

• Financial Planning | Charles Schwab

  Understand where you are today and create a roadmap to get you where you want to be.

• Investment Products – Blended Strategy | Charles Schwab

  Get the products that fit your investment strategy needs at Schwab. Choose from multiple types of investment options, including ETFs, money market funds, and more.

• Tax-time Resources | Schwab

  Need information to plan or file your taxes? Here you’ll find links to Charles Schwab tax forms, important tax changes for this year, and tips for making tax-time a little smoother.