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Are Municipal Bonds Tax Free? | Charles Schwab
Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.
Please return pages 1–19 of this form, plus the title and all signature pages of the Trust documentation.
Portfolio Margin | Charles Schwab
Portfolio margining is a method for calculating margins and associated risk in an investment portfolio. Learn about portfolio margin strategies with Schwab.
Schwab Global Account™ and Schwab One® Brokerage Account Combination Application | Charles Schwab
Use this application to open a new Schwab One Brokerage Account and an associated Schwab Global Account.
What is a Traditional IRA? | Charles Schwab
What is a Traditional IRA? A Traditional IRA allows you to contribute pre-tax dollars and grow your money tax deferred. Learn about how to open one today.
Does Your Inner Scorekeeper Skew Your Judgement? | Charles Schwab
How do mental scorecards shape your financial decisions? Professor Daniel Stone joins to unpack how reference points can shape risk, reward, and regret.
Fan Fictions: With Guests Hannah Sung, Crystal Tai & Anuj Shah | Charles Schwab
How can feeling connected to someone who is essentially a stranger impact your decision-making?
How to Use a Total Return Approach | Charles Schwab
In addition to dividends and interest, an entire portfolio—including cash balances and asset sales—can be used a source of funds in the total return approach.
With Stubborn Inflation, What Should the Fed's Target Be? (With David Beckworth) | Charles Schwab
Kathy Jones interviews economist David Beckworth about the potential role of nominal GDP as an alternate target for the Fed.
Bonds vs. Bond Funds: Which is Right for You? | Charles Schwab
Not sure which to choose? There are pros and cons to each. Here are some things to consider about individual bonds versus bond funds.