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How Fed rate cuts impact mortgage interest rates | Charles Schwab
Why aren't mortgage rates falling more quickly? Learn why mortgage interest rates don't necessarily track with Fed rate cuts.
Understand the risks of trading on the margin so you can make informed trading decisions.
How to Read Your Brokerage 1099 Form | Charles Schwab
The 1099 is a tax form issued by your brokerage firm to help you report your taxable investment income to the IRS.
IRA Tax Rules to Know and Understand | Charles Schwab
IRAs may offer tax benefits, but breaking the rules can have consequences. Learn some common IRA tax pitfalls involving contributions, withdrawals, and more.
Alex Coffey is a Senior Trading Strategist at Schwab. He also serves as a Senior Equities Contributor and Host of Next Gen Investing on the Schwab Network. His financial markets background is primarily in derivatives and market structure. He is a graduate of the University of Nebraska-Lincoln with a double major in Finance and Accounting and a double minor in Math and Economics.
How to Stay on Top of Your Retirement Savings | Charles Schwab
Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.
How to Handle Margin Calls | Charles Schwab
Watch to learn what to do if you get a margin call and how to potentially avoid them.
I Want to Buy a Home or Investment Property | Charles Schwab
Discover how your equity can help you pursue your homeownership dreams like buying a home or investment property. Learn home-buying tips, how to invest in a second home, and more.
Schwab's quarterly magazine for clients invested in their financial futures
Joseph is a senior financial planning specialist for Charles Schwab. He has more than 20 years of experience working in financial services since 2002.