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• Learning Quest 529 Plan Financial Professional Authorization Form | Charles Schwab

  Complete this form to designate or change a Financial Professional on your account.

• 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?

• 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.

• Energy: Powering Artificial Intelligence? | Charles Schwab

  Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.

• Schwab.com | Charles Schwab

  Discover how some of the most popular tools and features of Schwab.com can help you simplify your financial life.

• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.

• Passing Financial Values to the Next Generation | Charles Schwab

  Leaving a legacy is about more than just money. Consider these do's and don'ts for establishing a shared family value system that can span generations.

• Asset Inventory Worksheet | Charles Schwab

  No matter what your situation, your first step toward getting your estate plan started is to assemble key pieces of information about your personal circumstances, assets, and debts.

• Schwab Futures and Forex daily Forex obligation February 2025 | Charles Schwab

• How to Create Stop Orders on thinkorswim® Desktop | Charles Schwab

  In this tutorial, we'll show you three ways to create a stop order in thinkorswim® desktop.