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• How to 'Summer-ize' Your Portfolio, Budget, & Life | Charles Schwab

  Summer markets can pose unique twists but also opportunities. Here are some investor need-to-knows before you head off for vacation.

• 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.

• Schwab Millburn Branch | Charles Schwab

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

• Buying a Muni Below Par? Reasons to Think Twice | Charles Schwab

  Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

• Schwab Pasadena Branch | Charles Schwab

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

• Schwab San Ramon Branch | Charles Schwab

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

• Learning Quest 529 Plan Financial Professional Authorization Form | Charles Schwab

  Complete this form to designate or change a Financial Professional on your account.

• Schwab Oakland Branch | Charles Schwab

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

• Fair Is Fair: With Guests John Thorn & Richard Thaler | Charles Schwab

  It's hard to be objective about fairness—because what seems fair so often depends on your reference points.

• Basics of Margin Trading for Investors | Charles Schwab

  Buying on margin can magnify your returns, but it can also increase your losses. Learn the basics, benefits, and risks of margin trading.