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• 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 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.

• An Overview of the 1099 Composite Tax Form | Charles Schwab

  Learn which types of brokerage accounts typically generate a 1099 composite tax form. Plus, find out when to expect your brokerage 1099 tax form.

• How to Store Estate Planning Documents | Charles Schwab

  Storing records in an accessible place like a safe deposit box is important. Here's a step-by-step checklist for keeping estate planning documents safe.

• Do You Have Enough for Retirement? | Charles Schwab

  Many retirees risk outliving their retirement savings. Learn how to plan for your retirement income needs to ensure you won't outlive your savings.

• Estate Sale Need-to-Knows | Charles Schwab

  An estate sale could be an effective way to unload a house-full of possessions, but it's important to understand how the process works to minimize financial and emotional costs.

• What Is an IPO Lockup Period? | Charles Schwab

  When a company goes public, inside investors can be restricted from selling ownership stakes during a "lockup period." Learn how lockup periods work.

• What Is a Bear Market & How to Invest in It | Charles Schwab

  What is a bear market? How should I invest in it? Discover the basics of bear markets, their history, and how investors can approach them.

• Performance Stock | Charles Schwab

  Learn about performance stock units (PSUs) and performance stock awards (PSAs), a form of equity compensation where shares of company stock are awarded based on achieving a time-based performance target set by your company.

• AI Voice Cloning: The Newest Cyber Scam | Charles Schwab

  Fraudsters can use artificial intelligence to impersonate nearly anyone. Here's how to help protect yourself from AI voice-cloning scams.