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• Market Snapshot | July 2025 | Charles Schwab

  Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

• Types of Employee Benefits | Charles Schwab

  Learn about different types of employee benefits (including health insurance, retirement plans, and disability insurance) and why they matter.

• A Future Uncertain: Recession Coming? | Charles Schwab

  Recession fears have risen sharply of late as economic soft data have rolled over, upping the risk that hard data start to catch down.

• Test Your Tax Knowledge | Charles Schwab

  How tax-savvy are you? Test your knowledge with our 10-question tax quiz.

• How Do You Define Investment Risk? | Charles Schwab

  There are different measures of risk, and all can be helpful. For most investors, we suggest adding the risk of not achieving goals.

• 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.

• Advisory Programs Referenced in our CRS-IA | Charles Schwab

  See our advisory programs that provide different services, investments, account minimums, and levels of monitoring.

• 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.

• Onward Magazine: Summer 2025 IssueOnward Magazine: Summer 2025 Issue | Charles Schwab

  Schwab experts and wealth advisors share strategies on estate planning, tax, investing, trading, and more. Read the latest Onward, Schwab's quarterly magazine.

• Should You Consider a Roth 401(k)? | Charles Schwab

  With their tax-free earnings and large contribution limits, Roth 401(k)s could be a useful addition to the retirement-savings toolbox.