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• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• TIPS and Inflation | Charles Schwab

  Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

• Should You Add Life Insurance to Your Estate Plan? | Charles Schwab

  Adding life insurance to your estate plan can help give your heirs flexibility in the future. Explore the difference between term and permanent life insurance.

• What's an Index? The Dow®, S&P 500® & Nasdaq Explained | Charles Schwab

  You've probably heard about the Dow®, S&P 500®, and Nasdaq—but what does an index actually tell you? Learn why indexes matter to investors.

• What Is Probate? Keeping Your Estate out of Court | Charles Schwab

  Probate can be a notoriously expensive and time-consuming process of settling your will after death. Learn four ways to avoid exposing your estate to probate.

• Why International and Why Now | Charles Schwab

  The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.

• Stock Plan Basics: Equity Compensation Explained | Charles Schwab

  Stock options, restricted stock, and restricted stock units are different ways companies can reward their employees.

• Must-Ask Questions: IRA Contributions | Charles Schwab

  What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.

• 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.

• Potential Long-Term Benefits of Investing HSA Funds | Charles Schwab

  Health savings accounts (HSAs) are for more than just routine medical expenses. Learn how to potentially grow your savings tax-free by investing HSA funds.