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• Tax-Smart Charitable Giving | Charles Schwab | Charles Schwab

  Achieve greater impact for the causes you care about by pursuing tax-efficient charitable giving strategies.

• Is Your Investment Portfolio Too Cluttered? | Charles Schwab

  A little bit of streamlining can lighten the load when it comes to portfolio management.

• Schwab Equity Ratings International | Charles Schwab

  Schwab Equity Ratings International are assigned to approximately 4,000 stocks traded in approximately 25 to 30 foreign equity markets.

• Schwab Stock Slices®—Give the Gift of Ownership | Charles Schwab

  Teach someone you care about the power of investing. With Schwab Stock Slices®, you can use the funds you deposited into their custodial account to purchase fractional shares for them.

• Verify Your Request for a Schwab Global Account™ Foreign Wire Transfer | Charles Schwab

  Do not use this form for retirement or Schwab Bank accounts. Visit Schwab.com for IRA distribution and Schwab Bank wire request forms.

• 2025 Planning and Wealth Management Outlook | Charles Schwab

  Wondering what the wealth management outlook is for 2025? Discover how to stay on track to reach your financial goals with three themes to consider in 2025.

• The Pros and Cons of Direct Indexing | Charles Schwab

  Direct indexing allows investors to customize for their individual needs and potentially higher after-tax returns. Discover more about this investment strategy.

• SEP Employer Q&A | Charles Schwab

  Here are answers to some questions you may have about a SEP-IRA.

• Products | Charles Schwab

  Refinancing mortgage helps in paying off an existing loan and replacing it with a new loan. Explore home loans and get mortgage refinancing options from Schwab.

• The Covered Call Options Strategy | Charles Schwab

  Learn how a covered call options strategy can potentially help you make money if the stock price doesn't move. Consider the risks and benefits of the strategy.