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• How Are Options Taxed? | Charles Schwab

  If you're new to options trading, you may be wondering how those trades are taxed. Here's a rundown of some potential tax pitfalls with options strategies.

• What Year-End Tax Strategies Should You Consider for 2024? | Charles Schwab

  Mark Riepe highlights key updates to tax policy in 2024 and offers helpful year-end tax-planning moves.

• Portfolio Margin vs. Regulation T Margin | Charles Schwab

  Portfolio margin offers qualified individuals access to risk-based margin. Here's the difference between portfolio margin and Regulation T margin.

• 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?

• When Interest Rates Rise, What Should You Do with Bonds? | Charles Schwab

  Bonds can play an important role in your portfolio, but how do rising interest rates affect fixed income?

• Cryptocurrency Investing | Cryptocurrency Investment Types | Charles Schwab

  Learn what is cryptocurrency and how Schwab provides ways to gain exposure to cryptocurrency markets.

• Schwab Stock Slices S&P 500 list | Charles Schwab

• Fixed Income Pricing - Fixed Income | Charles Schwab

  Access Schwab's low and straightforward pricing and choose from hundreds of no-load, no-transaction-fee bond mutual funds.

• 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.

• What Should You Do with Your Employee Stock? | Charles Schwab

  Whether it's stock options, restricted stock units, an employee stock purchase plan, or some other form of equity compensation, many companies offer this vital benefit to employees. But once you have it, what should you do with it?