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• Fundamental Analysis Basics | Charles Schwab

  Fundamental analysis can help traders know when to buy or sell. Learn how the Company Profile tool on thinkorswim® can help drill down fundamental analysis.

• Investing Basics: Planning for Retirement | Charles Schwab

  Learn the basics of retirement planning, like setting a retirement goal, choosing between a Roth and Traditional IRA, and deciding how to manage your investments.

• Identifying Trend Reversals With RSI | Charles Schwab

  In this article, you'll learn how traders can potentially use the relative strength index (RSI) to help identify short-term buy and sell signals.

• How to Include Pets in Estate Planning | Charles Schwab | Charles Schwab

  Many people overlook in their estate plans some of the most beloved members of the family: pets. Here's what to consider so that your animal companions enjoy the life they're accustomed to after you're gone.

• Trader Status & 475 Mark-to-Market | Charles Schwab

  Learn unique tax considerations that impact traders, including potentially qualifying for special taxes deductions under the Trader Status or making the 475 Mark-to-Market election.

• Must-Ask Questions: IRA Contributions | Charles Schwab

  What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.

• How to Read Your Brokerage 1099 Form | Charles Schwab

  The 1099 is a tax form issued by your brokerage firm to help you report your taxable investment income to the IRS.

• Retirement Planning by the Decade: A Savings Guide | Charles Schwab

  Retirement planning looks different depending on the season of life you're in. Discover how to approach your most important savings goal—one decade at a time.

• Market Volatility in Retirement: Are You Prepared? | Charles Schwab

  Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.

• Matt Watson | Financial Consultant in OH | Charles Schwab

  Matt Watson is a Financial Consultant at Charles Schwab serving Columbus, OH. Request an appointment or contact us today to speak with a financial consultant.