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What is the Sunk Cost Fallacy and How Does It Work? | Charles Schwab
The sunk cost fallacy is the irrational idea that you should keep investing in something just because you've already invested time or money in it. Learn more.
How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab
Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.
Should You Add Life Insurance to Your Estate Plan? | Charles Schwab
Adding life insurance to your estate plan can help give your heirs flexibility in the future. Explore the difference between term and permanent life insurance.
Extended Hours Trading: Pre-Market & After-Hours Trading | Charles Schwab
Schwab's extended hours trading sessions can help you get a jump on the markets with pre-market trading, overnight trading, and after hours trading.
Separately Managed Accounts | Charles Schwab
Learn about Schwab's offer of separately managed accounts to get the diversification and specialization that is right for you.
Learn how Schwab Intelligent Income can be used to pay yourself in retirement.
Income Too High for a Roth IRA? Try These Alternatives | Charles Schwab
If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.
Rethinking the 4% Rule | Charles Schwab
Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.
How to Prioritize Your Finances | Charles Schwab
Everyone has different financial goals, but there are a few many of us share. In this video, we look to help you decide how to prioritize your goals to stay financially healthy.
How to 'Summer-ize' Your Portfolio, Budget, & Life | Charles Schwab
Summer markets can pose unique twists but also opportunities. Here are some investor need-to-knows before you head off for vacation.