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• Understanding Futures Margin | Charles Schwab

  Learn how changes in futures prices affect margin and your account.

• What Is Direct Indexing? | Charles Schwab

  Wondering what is direct indexing and is it right for you? Learn more about the features of direct indexing to see if it fits your investing objectives.

• Why Is the U.S. Dollar Declining? | Charles Schwab

  Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.

• Margaret Fuller | Financial Consultant in AZ | Charles Schwab

  Margaret Fuller is a Financial Consultant at Charles Schwab serving Phoenix, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Stay the Course When Markets Turn Turbulent | Charles Schwab

  Having a long-term strategic asset allocation plan and sticking to that plan through periods of market volatility are among the keys to long-term investment success.

• Estate Planning Basics for Low Interest Rates | Charles Schwab

  Curious about estate planning basics? Learn about three estate planning strategies that you can consider using in low interest rate environments.

• 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.

• What Happens When Interest Rates Rise? | Charles Schwab

  Why do bond prices fall when interest rates rise? Learn more about the effects interest rates and bond prices can have on a portfolio.

• How Index Funds Could Beat Hedge Funds over Time | Charles Schwab

  Warren Buffett bet $1,000,000 that an index fund would perform better than hedge funds. See how an S&P 500® index fund stacked up against a hedge fund manager's selections.

• Retirement Asset Allocation Tips | Charles Schwab

  How should you determine your retirement asset allocation? Discover how to choose the right mix of investments to help you reach your retirement goals.