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Fraud & Security Video Library | SchwabSafe | Charles Schwab | Charles Schwab
Protecting your account from financial fraud is more important than ever. To help you stay safe against scams and scammers, we’ve created a library of short videos with tips and tactics so you can keep your guard up and stay vigilant.
Todd Elizalde | Financial Consultant in CA | Charles Schwab
Todd Elizalde is a Financial Consultant at Charles Schwab serving Sacramento, CA. Request an appointment or contact us today to speak with a financial consultant.
Using the Sortino Ratio to Gauge Downside Risk | Charles Schwab
The Sortino ratio focuses only on the downside risk of a portfolio, which is what short-term investors may want if they've got a short-term goal. The higher the Sortino ratio, the better the risk-adjusted return.
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.
457(b) vs. 403(b) Retirement Plans | Charles Schwab
Learn about the differences between 457(b) vs. 403(b) and how you might be eligible for this retirement account if you work for public service or the government.
A Future Uncertain: Recession Coming? | Charles Schwab
Recession fears have risen sharply of late as economic soft data have rolled over, upping the risk that hard data start to catch down.
What's an Index? The Dow®, S&P 500® & Nasdaq Explained | Charles Schwab
You've probably heard about the Dow®, S&P 500®, and Nasdaq—but what does an index actually tell you? Learn why indexes matter to investors.
Long Call vs. Bull Call Spread | Charles Schwab
With so many bullish options strategies to choose from, how might a trader know which is right for their next trade? We'll compare two bullish options strategies in order to assist the prospective trader with the decision-making process.
Are HSAs the New IRAs? | Charles Schwab
Considering investing in a health savings account? Learn how these triple-tax-advantaged accounts could help pay for health care in retirement.
When it comes to advice, it just might be better to give than to receive.