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• Why Diversification Matters | Charles Schwab

  Over the past 30 years, stocks posted an average annual return of 10.4%, and bonds 6.8%. But actual returns varied widely from year to year.

• Ways to Invest | Charles Schwab

  Explore multiple ways to invest with Schwab. Work with an advisor, get automated investing, or manage your own investments to meet your financial goals.

• Contribution Transmittal Form | Charles Schwab

  Use this form when making contributions to employee (a.k.a. participant)—including business owner—accounts.

• Charles Schwab Futures and Forex LLC Disclosures | Charles Schwab

  Education and Custodial Personal Choice Retirement Small Business Accounts by Financial Goal Open an Account...Individual Retirement Accounts (IRAs) Schwab Bank Checking Small Business Retirement See More Accounts Investment Products...

• Investing Basics: Forex | Charles Schwab

  Learn how to speculate on foreign currency prices in the forex market and decide if you want to expand your investing to the largest financial market in the world.

• 2Q25 Earnings: The Beat Goes On? | Charles Schwab

  The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.

• Schwab Intelligent Portfolios FAQs | Charles Schwab

  Get answers to the most commonly asked questions about Schwab Intelligent Portfolios®.

• What Is Dividend Yield? | Charles Schwab

  Want to know how much cash flow you're getting for every dollar you've invested in a company? For companies that pay dividends, the Dividend Yield can give you an idea how a company's dividend payments relate to its stock price.

• Tax-Loss Harvesting | Charles Schwab

  Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it.

• Find and Invest in Mutual Funds | Charles Schwab

  Find the right mutual funds for your portfolio. Schwab offers the tools to research, compare and invest in mutual funds all in one place.