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• Windhaven - Global Investment Management | Charles Schwab

  Windhaven's global investment management approach seeks to capture most of the upside of markets and less of the downside with a choice of three broadly diversified global portfolios.

• One Big Beautiful Bill: Implications for Investors | Charles Schwab

  The One Big Beautiful Bill being debated in Congress has huge implications for every taxpayer as well as the markets. What’s in the bill, and what will it mean for investors?

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• Net Investment Income Tax | Schwab

  As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.

• Open a Checking Account Online | Schwab Bank

  Open an online checking account with Schwab Bank to access competitive APY rates and unlimited ATM fee rebates. Explore the Schwab Bank Investor Checking™ account.

• What are Employee Stock Purchase Plans (ESPPs)? | Charles Schwab

  Learn about Employee Stock Purchase Plans (ESPPs), including how to enroll and participate, and tax implications.

• View All Branches | Charles Schwab

  Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.

• Anna Collins | Financial Consultant in MT | Charles Schwab

  Anna Collins is a Financial Consultant at Charles Schwab serving Bozeman, MT. Request an appointment or contact us today to speak with a financial consultant.

• Aj Mitchell | Financial Consultant in IL | Charles Schwab

  Aj Mitchell is a Financial Consultant at Charles Schwab serving South Barrington, IL. Request an appointment or contact us today to speak with a financial consultant.

• View All Branches | Charles Schwab

  Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.