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• Types of mutual funds | Charles Schwab

  Learn about the types of mutual funds to choose from and how to choose.

• Midyear Outlook: The Fed & the U.S. Economy | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.

• What the Fed Rate Cut Means (With Claudia Sahm) | Charles Schwab

  Kathy Jones and Liz Ann Sonders analyze the market's reaction to the Fed's 50 bps rate cut.

• Recent Questions From Investors | Charles Schwab

  Liz Ann Sonders and Kathy Jones answer recent questions from investors, covering topics such as tariffs, bond yields, the Federal Reserve, and more.

• Set Up thinkorswim® Desktop for Options Trading | Charles Schwab

  How to customize the thinkorswim® desktop platform especially for options—streamlining the option chain based on your trading style, setting up custom options screeners, and more.

• Investment Advisory Relationship Summary (Form CRS-IA) | Charles Schwab

  This document highlights the nature of investment advisory relationships with our clients.

• Trading Futures | 1-23-25 | Charles Schwab

  In this class, we discuss technical analysis for Futures Contracts, and we look at ways to see Contango & Backwardation.

• ETFs vs. Mutual Funds – What’s the Difference? | Charles Schwab

  They’re often misunderstood but ETFs and mutual funds can both have a positive impact on your financial portfolio. Get a balanced perspective with help from the experts at Schwab.

• Does the Resilient Economy Equal a Higher Potential Growth Rate? | Charles Schwab

  Liz Ann Sonders and Kathy Jones examine why the economy continues to show resilience despite higher interest rates and inflation concerns.

• Risks Associated With a Pledged Asset Line and Pledging Securities as Loan Collateral (Demand) | Charles Schwab

  The Pledged Asset Line requires the pledge of securities to Charles Schwab Bank ("Schwab Bank") as collateral.