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• Paper Trading | Charles Schwab

  Test drive thinkorswim with paperMoney® — the paper trading experience that allows you to practice your strategies without putting real money on the line....

• How to Buy Bonds: A 3-Step Guide | Charles Schwab

  Wondering how to buy bonds? The bonds you choose should align with your risk tolerance and goals. Discover what to consider before buying any bond....

• Asset Inventory Worksheet | Charles Schwab

  No matter what your situation, your first step toward getting your estate plan started is to assemble key pieces of information about your personal circumstances, assets, and debts....

• Investing Basics: Forex | Charles Schwab

  Learn how to speculate on foreign currency prices in the forex market and decide if you want to expand your investing to the largest financial market in the world....

• The Benefits of Avoiding Probate | Charles Schwab

  Probate court can help ensure a fair distribution of your assets, but it has many drawbacks. Here's what you should know about avoiding probate....

• What are stock options? Learn about NQSOs and ISOs | Charles Schwab

  Learn about stock options, NQSOs and ISOs, including what they are, how they're taxed, and how to sell your shares....

• Custodial Account Beneficiary Distribution Form | Charles Schwab

  custodial account and close the account once you have reached the age at which your custodial relationship ends according to your state law....

• SEP-IRA Employer's Agreement With Schwab | Charles Schwab

  Read, complete, sign and return this form with your Adoption Agreement (or IRS Form 5305-SEP). Keep a copy for your files....

• Diversification 101: Lessons from My Air Jordans | Charles Schwab

  My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important....

• Find a Branch | Financial Services | Brokerage Firm | Charles Schwab

  Find your nearest Charles Schwab location and speak with one of our financial consultants. Get directions, hours, and request an appointment online....