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• Schwab Intelligent Portfolios Historical Performance | Charles Schwab

  This interactive tool allows you to see historical returns for a sample of some of the available portfolios.

• How Index Funds Could Beat Hedge Funds over Time | Charles Schwab

  Warren Buffett bet $1,000,000 that an index fund would perform better than hedge funds. See how an S&P 500® index fund stacked up against a hedge fund manager's selections.

• How a Dividend Reinvestment Plan Works | Charles Schwab

  A Dividend Reinvestment Plan, or DRIP, is the process of automatically reinvesting dividends into additional whole and fractional shares of a company's stock.

• Tax-Loss Harvesting | Charles Schwab

  Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it.

• The Devil's Advocate | Charles Schwab

  In a world awash in data, you'd think it would be relatively easy to make informed, objective decisions. But not if you only see what you want to see.

• 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.

• Build a Mutual Fund Portfolio - Personalized Portfolio | Charles Schwab

  Find the funds that best complement your portfolio or create a personalized portfolio of mutual funds with our Personalized Portfolio builder tool.

• Joe McCleskey | Financial Consultant in CO | Charles Schwab

  Joe McCleskey is a Financial Consultant at Charles Schwab serving Lone Tree, CO. Request an appointment or contact us today to speak with a financial consultant.

• Congress Approves Massive Tax and Spending Bill | Charles Schwab

  Congress approved the "One Big Beautiful Bill" tax-and-spending plan. Here are some of the key provisions for investors and taxpayers.

• Schwab Custodial IRA Account Reregistration Application | Charles Schwab

  Use this form to reregister a Schwab IRA account with Custodial (UGMA or UTMA) registration to a Schwab IRA account once you have reached the age at which your custodial relationship ends according to your state law. Or use this form to reregister a Schwab Minor Inherited IRA account to an Inherited IRA account.