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Showing 201 – 210 of 4166 results

• What Is a Beneficiary? Why Naming Them Is Key | Charles Schwab

  Designating beneficiaries is a simple way to help protect your estate and avoid probate. What is a beneficiary, and why do you need one? Learn the basics....

• What are Buffer ETFs? | Charles Schwab

  Product overview and description of Buffer ETFs

• Active Semi-Transparent ETFs: What to Know | Charles Schwab

  Learn about the structural mechanics of active semi-transparent ETFs and what differences they have from traditional ETFs and mutual funds that set them apart....

• Financial Planning | Charles Schwab

  Understand where you are today and create a roadmap to get you where you want to be.

• What Is Day Trading? Rules, Risks, and More | Charles Schwab

  What is day trading? Learn how day trading works, the risks involved, and rules to follow if you don't want to get flagged as a pattern day trader....

• Understanding analyst stock ratings | Charles Schwab

  Buy, sell, hold, and stock ratings from Wall Street analysts can help people evaluate stocks. Learn what they mean and how to use them....

• Understanding Forex Margin | Charles Schwab

  What is leverage in the forex market? It’s the ability to buy and sell foreign currencies while putting up only a fraction—3% to 5%—of the notional amount. Leverage, or forex margin, offers potential opportunity...

• Schwab 529 Education Savings Plan Guide and Participation Agreement | Charles Schwab

  The Schwab 529 Plan is available through Charles Schwab & Co., Inc. and is managed by American Century Investment Management, Inc....

• Tax reporting and cost basis facts for stock plans.

  additional questions to step-up the cost basis to reflect ordinary income reported on your W-2. What is cost basis? Original cost basis is the acquisition cost you paid for an investment, plus commissions...transactions. Learn more about cost basis at schwab.com/costbasis by logging in to your account. What are covered and non-covered securities? For stock plan awards, covered securities include shares...sales. Please work with your tax advisor or call our Participant Services for more information on what wash sales mean for you. Steps to complete your taxes for RSAs, RSUs, PSAs, and PSUs Note:...

• Managing Cash-Secured Puts | Charles Schwab

  short-term income or enable purchase of desired stocks at a favorable price. Know what to do if it doesn't work out as planned....