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• ESPP Taxes Explainer | Charles Schwab

  ESPP taxes don't have to be overly complicated — learn how employee stock purchase plans are taxed and what documents you need to file in the U.S.

• How to find my tax documents on Schwab Mobile | Charles Schwab

  Follow these instructions to access tax documents on Schwab Mobile Read PDF: Access tax documents on mobile

• When Do You Need Umbrella Insurance? | Charles Schwab

  Umbrella insurance can help you fill gaps in insurance coverage that can expose you to costly liabilities. Learn if umbrella insurance is right for you.

• Small Business Retirement Plans | Charles Schwab

  Looking for a retirement plan or business investing account? Schwab offers a range of small business solutions to help you manage your finances.

• Leveraged and inverse products: What you need to know. | Charles Schwab

• Customize Platform Appearance on thinkorswim® | Charles Schwab

  Customize the color scheme and font size on thinkorswim®.

• Earnings Season: 3 Things You Should Look For | Charles Schwab

  Earnings season is an important time for traders. Discover the three things traders should track during earnings season to stay on top of the markets.

• Sector Index Funds and Concentration Risk | Charles Schwab

  In a market-cap weighted sector index fund, a few large stocks can dominate its performance. Consider the concentration risk of buying sector index funds.

• Using Bookmap on thinkorswim | Charles Schwab

  Bookmap is an application available on thinkorswim that offers insight into real-time data. Learn how traders can use it to see supply, demand, and volume.

• What Does the Federal Reserve Do? | Charles Schwab

  The Federal Reserve, or the Fed, is an important and influential part of the U.S. economy, and its role is explained further in this video.