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On Investing

Strategies and ideas for the Charles Schwab community.
We’ve made it easier to generate tax-smart withdrawals from your portfolio.
When it comes to actively managed mutual funds, older isn’t always better.
Exchange-traded funds are known for their tax-efficiency—but some are more efficient than others.
Whether your Social Security benefits are taxable depends on your income level and, in some cases, the state in which you reside.
In addition to providing competitive income payouts, dividend-paying stocks can help boost returns over time.
How regularly rebalancing your portfolio can help reduce risk.
How to get involved with your aging parents’ finances without being intrusive.
Four common reasons to refinance—and why they might not make sense for you.
The demand for munis has rarely been greater—substantially restricting supply.
Will the country’s rising tide of debt affect your portfolio?

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.


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