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• Options Exercise, Assignment & Expiration | Charles Schwab

  Learn how to navigate options exercise, assignment, and expiration, plus explore the mechanics of options expiration before your first options trade.

• Which Milestone Ages Factor Into Retirement Planning? | Charles Schwab

  Retirement planning is tied to a series of milestone ages. Mark Riepe outlines which birthdays can shape decisions about your financial future.

• Taking Risk in Moderation | Charles Schwab

  Should you avoid lower-rated investments like high-yield corporate bonds or bank loans? Not necessarily, but understand the risks.

• What Year-End Tax Strategies Should You Consider for 2024? | Charles Schwab

  Mark Riepe highlights key updates to tax policy in 2024 and offers helpful year-end tax-planning moves.

• Mutual Fund Prospectuses: Investor Information | Charles Schwab

  Find the information you need with Schwab prospectuses, performance summaries, and portfolio holdings statements for each fund.

• Estate Planning Checklist | Charles Schwab

  See how to get started, and what to do each step of the way, with our four-part estate planning checklist.

• How Stop Orders Can Help Protect a Position | Charles Schwab

  Want to protect your position? Stop orders may help you obtain a predetermined entry or exit price, limit a loss, or lock in a profit. Learn how they work.

• How Active Traders Approach and Track the Market | Charles Schwab

  To participate more actively in the market, it's important to know what kind of trader you want to be and which metrics to follow. Schwab's veteran traders share some ideas.

• Personal Defined Benefit Plan | Charles Schwab

  Use Schwab's personal defined benefit plan to make higher retirement contributions. Learn more about a personal defined benefit plan for your business.

• How Will Tariffs & Debt Affect the Economy? | Charles Schwab

  How could ongoing tariffs and the “One Big Beautiful Bill” impact the US economy?