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ETFs: Expense Ratios and Other Costs | Charles Schwab
ETFs have expense ratios for managing the fund and trading costs, like commissions, bid/ask spreads, and discounts and premiums to NAV.
How to manage trusted devices | Charles Schwab
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Year-End Tax Trading: Wash Sales and More | Charles Schwab
Traders should know how wash sales, constructive sales, short positions, and Section 1256 contracts could impact their taxes.
Investing in Business Development Companies | Charles Schwab
Business development companies are known for attractive yields—but are they worth the risks? Learn the reasons why BDCs should be approached with caution.
Your Guide to Bond Taxes | Charles Schwab | Charles Schwab
Unless you're buying a bond at issue and holding it to maturity, the tax rules for bond proceeds can get complicated pretty quickly.
Dollar-Cost Averaging vs. Lump-Sum Investing | Charles Schwab
Is dollar-cost averaging better than lump-sum investing? Find out which approach may be best and could be worth considering.
Put vs. Call Option: The Basic Differences | Charles Schwab
Learn the differences between a put vs. call option strategy and how options-approved traders can apply these fundamental options strategies to their trades.
SIMPLE IRA Employee Q&A | Charles Schwab
Here are answers to some questions you may have about the SIMPLE IRA.
Should I Roll Over My 401(k)? | Charles Schwab
Changing jobs and wondering: "Should I roll over my 401(k)?" Discover five strategies for handling an old 401(k), along with the pros and cons of each.
A Guide to Long-Term Investment Strategies | Charles Schwab
Looking for long-term investing strategies? Discover five ideas to consider that may help you along the path toward your long-term investment goals.