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• Traditional and Roth IRAs | Charles Schwab

  Learn the differences between traditional and Roth IRAs and how each type can help grow your retirement savings.

• How to place a trade | Charles Schwab

• Using Futures to Hedge Against Market Downturns | Charles Schwab

  Learn how futures contracts can help experienced traders and investors manage portfolio risk, including the use of a beta-weighted hedging strategy.

• Agreement and Affidavit for Non-Schwab Durable Power of Attorney | Charles Schwab

  Use this form to apply a non-Schwab Power of Attorney to an existing Schwab account; it serves as the agreement between Schwab and the Durable Power of Attorney Agent designated in the non-Schwab Power of Attorney.

• Schwab Futures and Forex daily segregated requirements July 2025 | Charles Schwab

• SEP Employer Q&A | Charles Schwab

  Here are answers to some questions you may have about a SEP-IRA.

• How Much Cash Is Too Much Cash? | Charles Schwab

  Today's relatively high yields from savings accounts and other cash investments are tempting, but don't overdo it. Learn if you're holding too much cash.

• How to Use Credit Cards Wisely | Charles Schwab

  Learn ways to effectively use credit cards to your advantage.

• When Markets Dip, Don't Drop Out | Charles Schwab

  An extreme downturn in the market can shake your confidence. While staying the course may be hard, it can be healthier for your portfolio—learn why.

• How to Identify Stock Trend Changes | Charles Schwab

  Identifying potential changes in trends with highs and lows is important for every investor. Learn the basics in this video.