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• Investing Basics: Options | Charles Schwab

  Options are an alternative way to speculate on the performance of a security, such as a stock or ETF. Learn how options work and the risks associated with trading options.

• The Risks of Options Assignment | Charles Schwab

  Before entering an options trade, traders should consider the possibility of early assignment. Learn more about assignment and how to help reduce the risks associated with it.

• How Fed rate cuts impact mortgage interest rates | Charles Schwab

  Why aren't mortgage rates falling more quickly? Learn why mortgage interest rates don't necessarily track with Fed rate cuts.

• Using Tax Brackets to Manage Your Taxable Income | Charles Schwab

  Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.

• Finding the Right Plan for Retirement | Charles Schwab

  Planning for retirement is an overlooked but important activity. Learn more about retirement planning.

• How to Buy Funds on Schwab.com | Charles Schwab

  Before building your first investing portfolio, learn how to buy funds and calculate how much to invest.

• Types of Employee Benefits | Charles Schwab

  Learn about different types of employee benefits (including health insurance, retirement plans, and disability insurance) and why they matter.

• Does Market Timing Work? | Charles Schwab

  We ran the numbers on market timing. Our findings? There's a high cost to waiting for the best entry point.

• 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.

• Understanding the Wash Sale Rule | Charles Schwab

  Not sure if you made any wash sales last year? Watch to learn about wash sales and how to report them.