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• Why Women Need to Take Control of Their Finances | Charles Schwab

  We've come a long way baby, but not far enough. Here's how women can start to take greater financial control—and why it's important.

• Schwab Futures and Forex daily segregated requirements March 2025 | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Company Retirement Account Participant Application | Charles Schwab

  Use this form to establish separate brokerage accounts for each participant in your retirement plan.

• Schwab Intelligent Portfolios Quarterly Market Commentary | Charles Schwab

  How is the stock market performing? Check out our quarterly market commentary, including a review of how Schwab Intelligent Portfolios performed.

• How to set up security alerts | Charles Schwab

  Set security alerts in your account to notify you of trading and investing opportunities.

• Is a Private Family Foundation Right for You? | Charles Schwab

  A private family foundation can help further philanthropic goals. Find out how to start a private foundation or if you should consider a donor-advised fund.

• Diversification 101: Lessons from My Air Jordans | Charles Schwab

  My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.

• Working in Retirement? Savings & RMD Impact | Charles Schwab

  Are you are retired but wanting to return to work? Learn how returning to work could affect your savings plans and RMDs. Questions to ask before returning.

• Weak Dollar Is No Silver Lining as Firms Face Tariffs | Charles Schwab

  The U.S. dollar hit 3-year lows after tariff "liberation day," and a weak greenback often aids U.S. companies with big overseas sales. That may not happen now as the trade war simmers.

• Using the Sortino Ratio to Gauge Downside Risk | Charles Schwab

  The Sortino ratio focuses only on the downside risk of a portfolio, which is what short-term investors may want if they've got a short-term goal. The higher the Sortino ratio, the better the risk-adjusted return.