Lastest Stories by Javier Simon

Charles Schwab offers an expert-tailored list of exchange-traded funds (ETFs) known for diversification and competitive fees. What are ETFs? An ETF is a diversified and professionally managed...
Charles Schwab is a full-service brokerage firm that’s been around since the 1970s. It offers access to commission-free stocks, exchange-traded funds (ETFs) and options. You can also invest in...
The tax filing deadline for most individuals including employees, contractors and self-employed workers is April 15, 2024.  If you need more time to file your taxes, you can apply for a tax-filing...
The 2023 tax filing deadline is April 15, 2024 for most taxpayers. So if you haven’t submitted your tax return yet, you may need to file for an extension with the IRS. And there are a few ways you...
Credit cards charge some of the highest interest rates around, so these can put a real dent on your finances if you’re not careful. But don’t fret. There are plenty of ways to avoid credit card...
Schwab’s automated investing platform is called Schwab Intelligent Portfolios. This robo-advisor service creates an investment portfolio based on your financial goals, risk tolerance and other...
If you just opened an account with Charles Schwab or you’re considering its services, you’re probably wondering if your money would be protected should the institution fail. The short answer: It...
If you want to help your child be smart about money and learn about the value of investing, one way you could do it is by opening a custodial account on their behalf. You can open one through various...
If you’re looking to open a Charles Schwab brokerage account, you can complete the process online within a few minutes. Here’s how to do it step-by-step. 1. Visit the Schwab brokerage account...
If you have a brokerage account with Charles Schwab and are looking for a rewards-earning credit card that could help you maximize your investments, you may want to look into the Schwab Investor Card...
Charles Schwab is the chairman, director and founder of the financial services firm by the same name, often referred to as “Schwab” for short. Charles Robert Schwab Sr. launched his firm in 1971...
If you want to save for the college education of your child, you may want to look into a 529 college savings plan. This is an investment vehicle designed to fund higher education for a beneficiary,...
If you’re self-employed or a small-business owner and your spouse is your only employee, you may be interested in a Schwab 401(k). Officially called the Schwab Individual 401(k) plan or I401(k),...
With a Schwab Roth IRA, you can save for retirement and make eligible tax-free withdrawals. Charles Schwab doesn’t charge a fee to open a Roth IRA and it doesn’t require a minimum investment....
Schwab Wealth Advisory services offers comprehensive wealth management guidance on various aspects of your financial life from budgeting and debt management to retirement and estate planning. With...