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• What Are Index Funds? | Charles Schwab

  We discuss how index funds work, identify some indexes these funds track, and examine benefits and risks associated with index fund investing.

• Choiceology | Charles Schwab

  Wharton professor Katy Milkman shares true stories involving high-stakes moments, and explores the latest research to help you make better judgments and avoid costly mistakes.

• Wash-Sale Rule: How It Works & What to Know | Charles Schwab

  Don’t run afoul of the wash sale rule. Find out how the wash sale rule works and how to identify a "substantially identical" investment.

• What's Your Risk Capacity? | Charles Schwab

  It's not how much risk you can take but how much time you have to save. Learn the difference between risk capacity and risk tolerance and why they should align.

• Can You Really Live on a Cruise Ship? | Charles Schwab

  Making a home aboard an ocean liner may sound like a dream for some retirees. Explore the pros and cons of living a life on the seas.

• Third-Party Release | Charles Schwab

  This form is to be used to relinquish ownership and deposit a certificate(s) into a Schwab brokerage account.

• Loss of a Loved One - Financial Inventory Checklist | Charles Schwab

  At this time, getting organized can help you feel more in control. Use this checklist to help gather the documents you’ll need to settle your loved one’s affairs.

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• Futures Trading | Charles Schwab Futures and Forex

  Our specialized futures trading resources and industry-leading platform thinkorswim can help you trade futures, no matter your experience or skill level.

• How to place a wire transfer with Schwab Bank | Charles Schwab

  Learn how to wire funds from your Schwab bank account.Bank wire transfer