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What to Know About Trading Futures Options | Charles Schwab
When trading options, it's possible to trade futures as well as stocks. Learn the similarities and differences of trading options on futures versus stocks.
Your Guide to Bond Taxes | Charles Schwab | Charles Schwab
Unless you're buying a bond at issue and holding it to maturity, the tax rules for bond proceeds can get complicated pretty quickly.
Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab
The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.
Inflation, Deflation, and Stagflation Explained | Charles Schwab
Inflation is a period of generally rising prices, and there are many ways that changing prices can impact investment portfolios.
Ether ETFs Set to Begin Trading July 23 | Charles Schwab
After January's SEC approval of spot bitcoin ETFs, ether-based ETFs become the second cryptocurrency-based security to join the mainstream.
Asset Inventory Worksheet | Charles Schwab
No matter what your situation, your first step toward getting your estate plan started is to assemble key pieces of information about your personal circumstances, assets, and debts.
Is Bitcoin a Good Investment? | Charles Schwab
Bitcoin and other cryptocurrencies have grown in popularity for years; now ETFs are available. If you're considering investing, here are some key things to know.
Basics of Margin Trading for Investors | Charles Schwab
Buying on margin can magnify your returns, but it can also increase your losses. Learn the basics, benefits, and risks of margin trading.
Investment Advisory Products Employer Opt-Out Authorization Form | Charles Schwab
Use this form if you do not want to include investment advisory products as an investment choice under your plan.
Learning Quest 529 Plan Financial Professional Authorization Form | Charles Schwab
Complete this form to designate or change a Financial Professional on your account.