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• 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....

• A Number in Mind | Charles Schwab

  Focusing on a single data point to the exclusion of other information: It's a tried-and-true negotiating strategy, and it can quickly skew your judgment.

• How to Invest in AI | Charles Schwab

  When it comes to investing in artificial intelligence, a handful of companies may come to mind, but there's more to learn about investing in AI than the big tech names.

• 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....

• thinkorswim Download | Charles Schwab

  Analyze, strategize, and trade like never before when you open an account with Charles Schwab and download the powerful thinkorswim platforms.

• Wedding Guest Sticker Shock? Here's Help. | Charles Schwab

  With the cost of clothes, gifts, and travel, being a wedding guest could blow your budget. Here's how to enjoy the party and help avoid the financial pain....

• How to transfer securities between accounts | Charles Schwab

  Move or gift assets from one Schwab brokerage account to another Schwab brokerage account.

• Direct Indexing with Schwab Personalized Indexing | Charles Schwab

  Direct indexing offers a customizable approach to tax management and portfolio construction. Learn more about Schwab Personalized Indexing.

• Tax Strategies for Donating Life Insurance | Charles Schwab

  life insurance, donating it to charity can help save on taxes. Consider three tax strategies for gifting your life insurance....

• Hayden Adams | Charles Schwab

  Financial Research. He provides analysis and insights on topics including income tax planning, tax-efficient investing, asset allocation, and retirement withdrawal strategies for a range of Schwab clients...