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• Schwab Personal Trust Services Checklist | Charles Schwab

  as your trustee, please review the following requirements and then continue with the checklist that best suits your current situation....

• Unwrap a New Approach to Holiday Spending | Charles Schwab

  Consider these nine ideas to help you take control of holiday spending and avoid a financial hangover in the New Year.

• Why Trade Options at Schwab | Charles Schwab

  Get the best of options trading at Schwab. We provide competitive fees, intuitive tools and platforms, specialized support, options trading education, and more....

• What You Can Learn From Stock Trading Volume | Charles Schwab

  Volume tells how many shares are publicly traded on a particular day. It can also confirm the trend and buy signal, warn of potential trend changes, and help track the smart money....

• Does Market Timing Work? | Charles Schwab

  We ran the numbers on market timing. Our findings? There's a high cost to waiting for the best entry point. Learn why investing immediately pays off....

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks....

• What Is Forex Trading? | Charles Schwab

  Forex trading—or foreign-exchange trading—is the buying and selling of global currencies. Learn more about what forex trading is and how it works....

• IRA Rules: 8 Things You Need to Know | Charles Schwab

  about different IRA rules can help you make better decisions about which type of retirement account best suits your situation....

• Dollar-Cost Averaging vs. Lump-Sum Investing | Charles Schwab

  Is dollar-cost averaging better than lump-sum investing? Find out which approach may be best and could be worth considering....

• How Portability Can Help Minimize Estate Taxes | Charles Schwab

  The portability rule allows spouses to use each other's unused lifetime estate and gift tax exemption—but it's not automatic and should be part of a larger estate planning conversation....