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• Alternative Investments | Charles Schwab

  Learn about strategies that invest in non-traditional financial assets such as private equity, private credit, real estate, hedge funds, and exchange funds.

• Durable Power of Attorney For All States Except New York and Pennsylvania

  APP114024AL-01-01

• Tax-Loss Harvesting | Charles Schwab

  Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it.

• TIPS and Inflation | Charles Schwab

  Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

• Money Market Funds | Charles Schwab

  Make your cash go further with a Schwab money fund. Choose from Schwab’s suite of high-yield cash management solutions.

• What is a Roth IRA? | Charles Schwab

  Open a Schwab Roth IRA, with key advantages like tax-free growth potential for earnings and contributions, and qualified withdrawals that can be taken tax-free.

• Midyear Outlook: The Fed & the U.S. Economy | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.

• Are HSAs the New IRAs? | Charles Schwab

  Considering investing in a health savings account? Learn how these triple-tax-advantaged accounts could help pay for health care in retirement.

• 2Q25 Earnings: The Beat Goes On? | Charles Schwab

  The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.

• Schwab Lafayette Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Lafayette, LA independent branch. Contact or visit us today.