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• What is Thematic Investing? | Charles Schwab

  From AI to green energy to the space economy, thematic investing makes it easier to invest in ideas and trends. Learn more about thematic investing.

• 2024 Tax Reference Guide | Charles Schwab

  This quick reference guide provides tax brackets and key deductions, credits, and retirement plan contribution limits for 2024.

• Supplemental Trust Account Application for Entity Trustees | Charles Schwab

  Use this form for new account opening or updating an existing Schwab account.

• Access the World with Schwab Global Investing Services | Charles Schwab

  With more than 20 years of experience in global investing, Schwab offers the ability to invest in foreign markets, backed by service that hinges on education and deep expertise.

• Schwab Trading Activity Index™ (STAX) | Charles Schwab

  Learn how the Schwab Trading Activity Index (STAX) tracks investor sentiment in the market over time and how you can use it as a powerful investing guide.

• Managing Money: Six Principles of Personal Finance | Charles Schwab

  Watch to learn about six personal finance topics that can have a big impact on your life: budgeting, saving, debt, taxes, insurance, and retirement.

• How Higher Income Can Affect Medicare Premiums | Charles Schwab

  Medicare premiums can jump if your retirement income rises above certain levels, but there are steps you can take to prepare and help minimize the impact.

• How Much Car Can I Afford? 5 Things to Consider | Charles Schwab

  Wondering how much car you can afford? Here's what to consider before signing on the line—starting with your monthly payment and how it fits into your budget.

• 3 Options Metrics to Gauge Stock Sentiment | Charles Schwab

  Investors who don't trade options can still potentially benefit from options data. Learn how you can use options data to help gauge stock momentum.

• Company Retirement Account Participant Application | Charles Schwab

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