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Showing 141 – 150 of 4167 results

• What are stock options? Learn about NQSOs and ISOs | Charles Schwab

  Learn about stock options, NQSOs and ISOs, including what they are, how they're taxed, and how to sell your shares....

• Should You Roll Over Your Retirement Account? | Charles Schwab

  What options do you have when leaving a job where you hold an employer-sponsored retirement account?

• To Fight Another Day | Charles Schwab

  Why do we tend to seek more risk in the face of losses when those losses are only on paper and aren't yet finalized?...

• What Is a Fiduciary? Duties and Risks | Charles Schwab

  Would-be estate executors and trustees are often unaware of their legal responsibilities. Find out what it means to be an estate fiduciary....

• How Can You Build Your Pre-Retirement Checklist? | Charles Schwab

  What do you need to take care of in the handful of years, months, and days before you retire?

• Stocks Plunge After Fed Outlook Disappoints | Charles Schwab

  twice in 2025. The Dow dropped more than 1,000 points, and the S&P slid almost 3%. The Nasdaq lost 3.6%....

• How Will the Market Respond to Rate Cuts? | Charles Schwab

  Looking back at the 14 Fed rate cycles since 1929, certain patterns emerge. Learn what factors could be driving the Fed now....

• Patrick Means | Charles Schwab

  Patrick discovered he was good with numbers. But what he really wanted to do was help people. Becoming a financial consultant fulfilled his goal of doing both. Patrick and his team provide clients with...

• How to Minimize the Risk of an IRS Audit | Charles Schwab

  A number of tax audits result from preventable mistakes. Learn what you can do to help avoid the five most common IRS audit red flags....

• What is a Roth IRA? | Charles Schwab

  Open a Schwab Roth IRA, with key advantages like tax-free growth potential for earnings and contributions, and qualified withdrawals that can be taken tax-free.