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Why Is the U.S. Dollar Declining? | Charles Schwab
Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.
Financial Planning | Charles Schwab
Understand where you are today and create a roadmap to get you where you want to be.
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.
Find ways to manage your cash flow and debt.
Kathy Jones is Managing Director and Chief Fixed Income Strategist for the Schwab Center for Financial Research. She is responsible for interest rate and currency analysis as well as fixed income education for Schwab clients and the public. She cohosts Schwab's On Investing podcast.
Portfolio Management | Charles Schwab
Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.
Heather O'Leary | Charles Schwab
Heather O'Leary is a Senior Global Investment Research Analyst at Charles Schwab & Co. She is responsible for global market and economic data analysis to develop insights and create material for written publications, keynote presentations, and social media content produced by the Global Investment Strategy team.
What Is Dollar-Cost Averaging? | Charles Schwab
Investing set amounts at regular intervals over time—also known as dollar-cost averaging—can help you manage timing risk and stick to your long-term plan.
How Can Vertical Spreads Help Your Strategy? | Charles Schwab
Vertical spreads could change your risk profile and margin requirements. Find out how vertical spreads can impact a margin-approved traders' options strategy.
American Express Platinum Card® for Schwab | Charles Schwab
Enjoy unique cards with premium rewards, services, and experiences from American Express. Designed exclusively for Schwab investors.