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Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab
The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.
Advance Estate Planning for a Surviving Spouse | Charles Schwab
No one is fully prepared for the death of a spouse. Learn steps you can take now to help lessen financial stress for the surviving spouse.
Year-End Tax Trading: Wash Sales and More | Charles Schwab
Traders should know how wash sales, constructive sales, short positions, and Section 1256 contracts could impact their taxes.
What is the Sunk Cost Fallacy and How Does It Work? | Charles Schwab
The sunk cost fallacy is the irrational idea that you should keep investing in something just because you've already invested time or money in it. Learn more.
Inflation, Deflation, and Stagflation Explained | Charles Schwab
Inflation is a period of generally rising prices, and there are many ways that changing prices can impact investment portfolios.
Grow Tax-Free Savings with Roth Conversions | Charles Schwab
Converting a portion of your retirement savings into Roth assets can give you a flexible source of income and potentially help lower taxes over time.
Ether ETFs Set to Begin Trading July 23 | Charles Schwab
After January's SEC approval of spot bitcoin ETFs, ether-based ETFs become the second cryptocurrency-based security to join the mainstream.
Trading Options During Earnings Season | Charles Schwab
Trading a stock around earnings day can be difficult because of volatility risk. Learn more about the perils of trading during earnings season.
Could You Outlive Your Retirement Savings? | Charles Schwab
Estimating your longevity is a key part of retirement planning. Learn how to create a solid financial plan so you don't outlive your savings.
Investing Principles | Charles Schwab
The fundamentals you need for investing success. Schwab can help you create or update your financial plan using these investing basics.