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• What to Know About Margin | Charles Schwab

  Here are some things to consider when using margin and four tips for managing your risk.

• How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab

  Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.

• Schwab 529 College Savings Plan Designated Beneficiary Change Form | Charles Schwab

  Complete this form if you would like to change the Designated Beneficiary on your Schwab 529 Plan Account.

• How Fed rate cuts impact mortgage interest rates | Charles Schwab

  Why aren't mortgage rates falling more quickly? Learn why mortgage interest rates don't necessarily track with Fed rate cuts.

• Schwab Bank Investor Savings Living Trust Account Application | Charles Schwab

  Use this form to open a Schwab Bank Investor Savings Living Trust account or reregister an existing Schwab Bank Investor Savings account to a Investor Savings Living Trust account.

• College Savings Calculator | Charles Schwab

  Use our College Savings Calculator to estimate college costs and your savings goals. Simply answer a few questions.

• Supply Chain Messages About the Trade War | Charles Schwab

  What happens in global supply chains can provide insight into how tariffs and the trade war may affect economies around the world.

• Important Information About the Simplified Employee Pension Plan (SEP-IRA Plan) | Charles Schwab

  These instructions are designed to help you, the Employer, along with your attorney and/or tax advisor, complete the Adoption Agreement to establish your Schwab SEP-IRA plan.

• Easy Money? Rate Cuts May Not Ease Borrowing Costs | Charles Schwab

  Learn how cutting rates won't necessarily reduce borrowing costs if the market doesn't agree with the timing. It could raise inflation fears, hurting Treasuries.

• Schwab Garden City Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Garden City, NY branch. Contact or visit us today.