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• Taxes 2024: 8 Things to Know Now | Charles Schwab

  With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2024 taxes.

• Three Things to Know About the Wheel Strategy | Charles Schwab

  Three things to know about the options wheel strategy, which involves selling cash-secured puts and, if assigned, writing covered calls on the stock—then hopefully repeated.

• When Markets Dip, Don't Drop Out | Charles Schwab

  An extreme downturn in the market can shake your confidence. While staying the course may be hard, it can be healthier for your portfolio—learn why.

• How to Use Credit Cards Wisely | Charles Schwab

  Learn ways to effectively use credit cards to your advantage.

• Nathan Peterson | Charles Schwab

  Nate Peterson is Director of Derivatives Analysis for the Schwab Center for Financial Research. He is primarily responsible for options-related client education, market analysis and reporting.

• Collin Martin | Charles Schwab

  Collin Martin, CFA, is a Director and Fixed Income Strategist for the Schwab Center for Financial Research. He is responsible for providing analysis and investor education in fixed income, with a focus on the taxable credit markets.

• Schwab's Thematic Research Approach | Charles Schwab

  An innovative way to invest in our fast-changing world

• Risk | Charles Schwab

  Understand the potential financial loss of investment decisions and how that may affect your portfolio.

• Foreign Tax: Credit or Deduction? | Charles Schwab

  If you paid foreign taxes on overseas investments, you may be able to avoid a double hit by claiming a credit or deduction on your U.S. tax return. Learn more.

• How Passing Assets to Parents Can Lower Taxes | Charles Schwab

  Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.