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• Capital Gains Taxes Explained | Charles Schwab

  Taxes can impact the growth of your portfolio, so it's important to understand how capital gains taxes work and learn some strategies that could potentially minimize them.

• How to Prioritize Your Finances | Charles Schwab

  Everyone has different financial goals, but there are a few many of us share. In this video, we look to help you decide how to prioritize your goals to stay financially healthy.

• Using Tax Brackets to Manage Your Taxable Income | Charles Schwab

  Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.

• How to Research Stocks | Charles Schwab

  This video points out four important areas of fundamental analysis that investors should consider when performing due diligence on a stock.

• How to Borrow Money Strategically for a Big Expense | Charles Schwab

  Learn how to approach your next big expense more strategically, whether you plan to pay with cash on hand, liquidate investments, or borrow.

• Investing Basics: Options | Charles Schwab

  Options are an alternative way to speculate on the performance of a security, such as a stock or ETF. Learn how options work and the risks associated with trading options.

• The Risks of Options Assignment | Charles Schwab

  Before entering an options trade, traders should consider the possibility of early assignment. Learn more about assignment and how to help reduce the risks associated with it.

• Required Minimum Distributions (RMDs) | Charles Schwab

  Investors 73 and older must take required minimum distributions (RMDs) from tax-deferred retirement accounts. Learn how Charles Schwab can help you meet this requirement.

• Understanding Bitcoin Treasury Companies | Charles Schwab

  Companies are adding bitcoin and other cryptocurrencies to their treasury holdings, changing fundamentals and giving investors new ways to gain crypto exposure.

• New Congress Faces Massive Policy Agenda | Charles Schwab

  Donald Trump and Republicans support sweeping changes that could affect the economy and investors. Narrow margins in Congress may complicate that agenda.