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Understanding Portfolio Margin | Charles Schwab
Qualified traders have access to portfolio margin, which can offer a way to increase a trader's available budget.
4 Borrowing Strategies to Consider for Big Expenses | Charles Schwab
Using debt strategically, and wisely, can help you achieve important financial goals or cover an unexpected expense. Learn about four loan types.
How to Pick Stocks: Fundamentals vs. Technicals | Charles Schwab
Find out how you can use these two stock-picking strategies together.
Swimming with Sharks | Charles Schwab
News reports sometimes make it seem as if danger lurks around every corner. And while there's no doubt that risk is a part of life, do we worry more than we should?
Basics of Margin Trading for Investors | Charles Schwab
Buying on margin can magnify your returns, but it can also increase your losses. Learn the basics, benefits, and risks of margin trading.
Charitable Remainder Trusts: What to Know | Charles Schwab
Charitable remainder trusts can provide a tax break and income for life. Learn the different types, how they work, how to maximize them, and how they're taxed.
Collin Martin | Charles Schwab
Collin Martin, CFA, is a Director and Fixed Income Strategist for the Schwab Center for Financial Research. He is responsible for providing analysis and investor education in fixed income, with a focus on the taxable credit markets.
Patrick Means | Charles Schwab
Patrick is a vice president and branch manager at Schwab. In college, Patrick discovered he was good with numbers. But what he really wanted to do was help people. Becoming a financial consultant fulfilled his goal of doing both. Patrick and his team provide clients with personalized financial plans and investing guidance. He holds the Certified Wealth Strategist® designation.
Tax-Smart Ways to Gift Stock | Charles Schwab
Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.