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Taxes 2024: 8 Things to Know Now | Charles Schwab
With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2024 taxes.
Cash Investments – Sweeps, CDs, Money Market Funds & More | Charles Schwab
Cash can play different roles based on your financial strategy. Our solutions fall under two categories: savings and investment cash and everyday cash.
"Soft" Data Hits Hard: Why Does Sentiment Matter? | Charles Schwab
University of Michigan Consumer Sentiment is a so-called "soft" report, not reflecting "hard" data like GDP or CPI. It moved markets recently, so how much attention should investors pay?
Understand cost basis and any tax implications, so you can manage your tax liability.
Mortgage Rates | Schwab Bank | Charles Schwab
Check current mortgage rates to purchase a home or refinance your loan. Schwab offers secured loans that you can use for mortgages with affordable interest rates.
Making International Great Again? | Charles Schwab
Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.
Individual 401(k) Plan | Traditional & Roth | Charles Schwab
If you’re self-employed or run an owner-only business, you can make substantial contributions toward your retirement with a Charles Schwab Individual 401(k) plan.
NQSO Taxes: An Overview | Charles Schwab
NQSO taxes don't have to be overly complicated—learn how non-qualified stock options are taxed and what documents you need to file in the U.S.
Dollar-Cost Averaging vs. Lump-Sum Investing | Charles Schwab
Is dollar-cost averaging better than lump-sum investing? Find out which approach may be best and could be worth considering.
What are stocks? | Charles Schwab
What are stocks, and how do stocks work? Schwab can help you understand stock basics and stock types to determine if they fit into your investing strategy.