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• 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.

• Tax Bill or Tax Refund? Find Out Why | Charles Schwab

  Did you get a tax refund or a tax bill when you filed? Learn why you got a refund or a bill, how to optimize your withholding, and prepare for next year.

• Introducing Choiceology with Dan Heath | Charles Schwab

  You're not as rational as you think. In this new podcast, bestselling author Dan Heath performs forensic analysis on decision making. You'll hear real stories, learn from top experts, and witness informal experiments that demonstrate the mistakes we too often make.

• How Traders Can Apply Margin | Charles Schwab

  There are several ways traders can use margin in their trading. Factors for how a trader uses margin include a trader's objectives, risk tolerance, and the products they trade.

• Schwab Intelligent Portfolios Compare Us | Charles Schwab

  Schwab Intelligent Portfolios is automated investing where our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Plus, you can get started with as little as $5,000 to invest.

• Ways to Help Reduce Risk in Your Portfolio | Charles Schwab

  A market downturn can expose risk in your portfolio. Learn how to help manage portfolio risk by aligning your investment strategy with your risk tolerance.

• Identity Theft Checklist | Charles Schwab

  If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.

• SEP IRA Employee Summary | Charles Schwab

  Complete all sections of this document in accordance with the elections you made on the Adoption Agreement. Retain the original completed copy for your records—this document should not be returned to Schwab.

• SIMPLE IRA Elective Deferral Agreement | Charles Schwab

  Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).