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• Schwab Intelligent Portfolios™ Asset Allocation White Paper | Charles Schwab

  Understand the Asset Classes that are included across Schwab Intelligent Portfolios.

• What is Tax-Gain Harvesting? | Charles Schwab

  Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.

• How to Use Advanced Stock Order Types | Charles Schwab

  Advanced stock orders can provide additional flexibility for investors. Learn about a few advanced order types that can help traders execute trades more in line with their goals.

• Securities Alerts | Charles Schwab

  Set security alerts in your account to notify you of trading and investing opportunities.

• How to Determine Your Risk Tolerance Level | Charles Schwab

  As you're saving for the future, it's important to determine your risk tolerance and shape your investing strategy accordingly.

• Estate Planning for Unmarried Couples | Charles Schwab

  More people are opting to live with their significant other without tying the knot. Learn how unwed partners can achieve the same legal protections as spouses.

• How to create a custom watchlist on Schwab Mobile | Charles Schwab

• The Covered Call Options Strategy | Charles Schwab

  Learn how a covered call options strategy can potentially help you make money if the stock price doesn't move. Consider the risks and benefits of the strategy.

• Generating Retirement Income | Charles Schwab

  Once you retire, you'll want to adjust your investment strategy so that your needs are met. Explore how Schwab can help you generate retirement income.

• CD and Treasury Rollover Landing Page

  Introducing automatic rollovers from Schwab. Now you can reinvest the principle on your maturing CDs and U.S. Treasury securities automatically.