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• What Is Forex Trading and How Does It Work? | Charles Schwab

  Forex trading—foreign exchange trading—is the buying and selling of global currencies. Learn more about the risks, opportunities, and mechanics.

• Watch Out for the Kiddie Tax | Charles Schwab

  Does your child have unearned income? Make sure you understand Kiddie Tax rules.

• What Are Options Collars? | Charles Schwab

  Downturns are natural in any market. Learn how options collars—combining a covered call and a protective put—can potentially help manage stock or ETF risk.

• How to Search for Funds on Schwab.com | Charles Schwab

  Choosing investments doesn’t have to be overwhelming. Watch to learn how to use ETF and Mutual Fund Screeners to help find low-expense index funds.

• Schwab Intelligent Portfolios® Sweep Program | Charles Schwab

  The portfolios in the Schwab Intelligent Portfolios® program include a cash allocation, which differs depending on the investment strategy selected.

• Reducing RMDs With QCDs in 2025 | Charles Schwab

  A qualified charitable distribution (QCD) can satisfy required minimum distributions (RMDs) and philanthropic goals. Read more about the tax benefits of QCDs.

• Choiceology's Guide to Nudges | Charles Schwab

  Nudges are small but powerful parts of choice architecture.

• Revocable Living Trust vs. Will | Charles Schwab

  Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.

• Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab

  When an asset is sold for a profit, Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe.

• The New Magnificent Seven? | Charles Schwab

  We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.