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• What is a 401(k) and How Does It Work? | Charles Schwab

  What is a 401(k)? How does a 401(k) work? Learn how these retirement plans work and get answers to questions on contribution limits, distributions, and more.

• Using Breadth to Track Trend Strength or Weakness | Charles Schwab

  Various measures of market breadth can track how strong or weak a current market trend might be. Learn how to follow this indicator.

• Corporate Bonds: Mid-Year Outlook [2025] | Charles Schwab

  What’s next for investment-grade and high-yield corporate bonds in the second half of 2025? Here’s what fixed income investors should look out for.

• Portfolio Margin | Charles Schwab

  Portfolio margining is a method for calculating margins and associated risk in an investment portfolio. Learn about portfolio margin strategies with Schwab.

• ETFs and Taxes: What You Need to Know | Charles Schwab

  ETFs can have different tax implications depending on how they're structured and how long you've held the ETF. Learn more about ETFs and taxes to help avoid unpleasant surprises.

• U.S. Agency Bonds: What You Should Know | Charles Schwab

  U.S. agency bonds can offer slightly higher yields than Treasury bonds, without requiring investors bondholders to take on too much additional risk.

• Consider This Before Buying Crypto Treasury Stocks | Charles Schwab

  Many investors are paying a premium for cryptocurrency exposure by buying crypto treasury stocks. Here are a few things to consider before buying.

• What is a Traditional IRA? | Charles Schwab

  What is a Traditional IRA? A Traditional IRA allows you to contribute pre-tax dollars and grow your money tax deferred. Learn about how to open one today.

• 4 Retirement Risks to Avoid | Charles Schwab

  The five years before and after retirement are among the most important—and vulnerable—for savings. Consider these tips to help avoid potential risks.

• Buying a House? What to Know About Down Payments | Charles Schwab

  Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.