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Find out more about investing in REITs and the impact of real estate on the markets.
Test Your Tax Knowledge | Charles Schwab
How tax-savvy are you? Test your knowledge with our 10-question tax quiz.
Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.
What are Stock Sectors? 11 Stock Market Sectors Explained | Charles Schwab | Charles Schwab
What are stock sectors? Learn about the 11 stock market sectors developed by the Global Industry Classification Standard (GICS) and how to consider using them.
Patrick Means | Charles Schwab
Patrick is a vice president and branch manager at Schwab. In college, 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 personalized financial plans and investing guidance. He holds the Certified Wealth Strategist® designation.
Learn about an individual retirement account, including how to open an IRA, IRA contribution limits, Roth IRA conversions, Roth vs. Traditional IRA calculators, rollovers, and withdrawals.
Gain clarity on required minimum distributions (RMDs) and their impact on your accounts and taxes.
ETF Investing at Schwab | Charles Schwab | Charles Schwab
Whether you’re looking for low-cost Schwab ETFs or a broad selection of options, we help you find investments that may strengthen and diversify your portfolio.
Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs.
Imagine that you've put in effort toward a goal, but things haven't quite worked out the way you hoped. How do you know when it's time to let it go?