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• Saving for Retirement | Charles Schwab

  Learn how much you may need to retire, how tax-advantaged retirement accounts work, and more

• Travel Planning | Charles Schwab

  Learn tips for keeping costs low and managing your money while traveling.

• Trading Tools | Charles Schwab

  Learn about specialized tools traders may use to make trading decisions.

• Risk Disclosure Statement for Forex | Charles Schwab

  country-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients. © 2025 Charles Schwab & Co., Inc. All...

• SIMPLE IRA Basic Plan Document | Charles Schwab

  This document contains the legal provisions of your Schwab SIMPLE IRA plan.

• Charles Schwab | Charles Schwab

  Charles "Chuck" R. Schwab started the San Francisco–based The Charles Schwab Corporation in 1971 as a traditional brokerage company, and in 1974 became a pioneer in the discount brokerage business. Schwab took an early lead in the industry, offering a combination of low prices and fast, efficient order executions, and soon became the nation's largest discount broker. Today, the company is the nation's largest publicly traded investment services firm, with around $7.4 trillion in client assets. Often credited with "democratizing" investment, Schwab has driven countless innovations in the investment services industry designed to help individuals make the most of saving and investing, including 24/7 access to services, the one-stop mutual fund supermarket providing access to thousands of no-load, no-transaction-fee mutual funds, custodial services for independent registered investment advisors, online trading, and many others. Today, the company has expanded from its roots as a discount brokerage ...

• Linda Liu-Chan | Financial Consultant in WA | Charles Schwab

  Linda Liu-Chan is a Financial Consultant at Charles Schwab serving Seattle, WA. Request an appointment or contact us today to speak with a financial consultant.

• Restricted Stock | Charles Schwab

  Learn about restricted stock units (RSUs) and restricted stock awards (RSAs), a form of equity compensation that awards shares of company stock.

• Cryptocurrency | Charles Schwab

  Get our take on digital currencies to help you figure out if they're right for you.

• Small Business | Charles Schwab

  Understand how to choose which retirement plan fits your business, and money management tips for side gigs and freelance work.