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• Rethinking the 4% Rule | Charles Schwab

  Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.

• A Moving Average: Simple vs. Exponential | Charles Schwab

  A moving average is a popular technical analysis study among traders. Learn how simple and exponential moving averages work.

• Common Types of Retirement Plans to Know About | Charles Schwab

  There are many types of retirement plans—which one is right for you? Learn about the features and eligibility requirements for 401(k) plans, IRAs, and more.

• Chris Waterbury | Charles Schwab

  Chris Waterbury is a Derivatives Manager on the Schwab Derivatives team based in Lone Tree, Colorado. In his years with Schwab, Chris's expertise has grown to include equities, futures, and options product offering.

• Investing Basics: Fundamental Analysis | Charles Schwab

  When deciding which stocks to buy, investors don't just guess. Learn how to use financial statements to decide if a stock is a good investment.

• Schwab Intelligent Portfolios FAQs | Charles Schwab

  Get answers to the most commonly asked questions about Schwab Intelligent Portfolios®.

• Limitations and Conflicts | Charles Schwab

  Your brokerage relationship - material limitations and conflicts of interest.

• Why Trade Options at Schwab | Charles Schwab

  Get the best of options trading at Schwab. We provide competitive fees, intuitive tools and platforms, specialized support, options trading education, and more.

• Investing Basics: ETFs | Charles Schwab

  Learn about the risks and potential rewards of exchange-traded funds, also known as ETFs.

• A Primer on Selling Options | Charles Schwab

  Selling options can be risky. Learn the basics of shorting options, including how to sell put options, what a short call option is, and more.