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• Special Needs Trusts: What to Know | Charles Schwab

  Special needs trusts can help protect vulnerable family members without affecting government benefits. Learn how estate owners can pass along financial support.

• SIMPLE IRA Basic Plan Document | Charles Schwab

  This document contains the legal provisions of your Schwab SIMPLE IRA plan.

• ETF Investing at Schwab | Charles Schwab | Charles Schwab

  Whether you’re looking for low-cost Schwab ETFs or a broad selection of options, we help you find investments that may strengthen and diversify your portfolio.

• Do You Know These 7 Bond Market Basics? | Charles Schwab

  Mark Riepe is joined by Schwab's Chief Fixed Income Strategist Kathy Jones to walk through seven fundamentals investors should understand about the bond market.

• Understanding S&P 500 Futures | Charles Schwab

  S&P 500 futures provide exposure to individual stocks in the index. But trading futures differs from trading equities. Learn how futures work and how they're used.

• Tariffs: Q1 Impacts and Q2 Negotiations | Charles Schwab

  A look back at the impacts of tariff announcements last quarter, and what we might expect from tariff negotiations during the 90-day implementation delay in Q2.

• Muni Bonds: GO or Revenue? | Charles Schwab

  You're interested in municipal bonds, but are general obligation munis or revenue muni bonds better for you?

• How to Buy Gold to Diversify Your Portfolio | Charles Schwab

  Are you wondering how to buy gold or add gold investments to your portfolio? Learn about different alternatives and their pros and cons.

• Restricted Stock | Charles Schwab

  Learn about restricted stock units (RSUs) and restricted stock awards (RSAs), a form of equity compensation that awards shares of company stock.

• Earnings Season & High Demand for Corporate Bonds | Charles Schwab

  How have Q4 corporate earnings fared so far, and what's behind the strong demand for investment-grade corporate bonds?