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• Benefits of Tax-loss Harvesting | Charles Schwab

  With tax-loss harvesting, you can take advantage of market volatility to offset capital gains.

• Choiceology | Charles Schwab

  Wharton professor Katy Milkman shares true stories involving high-stakes moments, and explores the latest research to help you make better judgments and avoid costly mistakes.

• Affidavit of Domicile | Charles Schwab

  This affidavit is made for the purpose of securing the transfer or delivery of property owned at the time of the decedent’s death to a purchaser or the person(s) legally entitled thereto under the laws of the state of the decedent’s domicile.

• SEP-IRA for Employees | Charles Schwab

  Save for your future and gain valuable tax benefits with your Schwab SEP-IRA (Simplified Employee Pension Plan).

• 8 Things to Know about IPOs | Charles Schwab | Charles Schwab

  What is an IPO? How does it work? If you have equity compensation, how will you be impacted? Learn what to expect during an initial public offering.

• How to Handle Margin Calls | Charles Schwab

  Watch to learn what to do if you get a margin call and how to potentially avoid them.

• Charles Schwab Investment Management, Inc. Disclosure Brochure | Charles Schwab

  Charles Schwab Investment Management, Inc. Disclosure Brochure

• How to monitor positions | Charles Schwab

• How to add and manage an authorized user | Charles Schwab

• Rebalancing in Action | Charles Schwab

  Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.