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• What is Cost Basis and How Does It Work? | Charles Schwab

  What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know....

• Cryptocurrencies and Taxes: What You Should Know | Charles Schwab

  Virtual currencies can result in real tax liabilities. Learn about crypto taxes and how to report cryptocurrency transactions when you file your income tax return.

• What the Fed Rate Cut Means (With Claudia Sahm) | Charles Schwab

  Kathy Jones and Liz Ann Sonders analyze the market's reaction to the Fed's 50 bps rate cut.

• What Is an HSA? A Guide to Health Savings Accounts | Charles Schwab

  Learn all about health savings accounts, including the basics (what is an HSA, anyway?), the tax benefits, the contribution limits, and more....

• Tax-Loss Harvesting | Charles Schwab

  tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it....

• How to Handle Margin Calls | Charles Schwab

  Watch to learn what to do if you get a margin call and how to potentially avoid them.

• A Look at What's Impacting Futures Markets | Charles Schwab

  News never sleeps and neither do the futures markets. Get the latest developments and analysis of what is impacting the futures markets....

• 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....

• Tariff Two-Step: What to Watch as Earnings Begin | Charles Schwab

  Earnings season begins with companies adjusting on the fly to tariffs. This could give investors insight into strategies firms are taking and how businesses might be affected.

• To Know What You Know | Charles Schwab

  In a great bit of irony, to truly know if you're good at something, you have to be good at it already.