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• Social Media and Your Money: Follow with Caution | Charles Schwab

  Having ready access to financial information can help give you more confidence in your money decisions, but when it comes to social media, we suggest caution.

• Family Loans: Lend It or Give It Away? | Charles Schwab

  Be sure you know what you're getting into before you agree to family loans. Learn whether to loan or give money to your family and under what circumstances.

• Schwab Stock Slices®—Give the Gift of Ownership | Charles Schwab

  Teach someone you care about the power of investing. With Schwab Stock Slices®, you can use the funds you deposited into their custodial account to purchase fractional shares for them.

• Bear Market: Now What? | Charles Schwab

  Bear markets can pose a challenge to your financial goals. Here are seven tips for dealing with down markets.

• Learning Quest 529 Plan Incoming Rollover Form | Charles Schwab

  Complete this form to initiate a direct rollover from another 529 college savings plan or an Education Savings Account to an existing Account in the Learning Quest 529 Plan.

• Barbell, Bullet, and Bond Ladder Strategy | Charles Schwab

  Choosing between a bullet, a barbell, and a bond ladder strategy depends on your goals and timeframe. Discover which investment strategy best fits your needs.

• Trade order routing process | Charles Schwab

  Schwab regularly and rigorously monitors execution quality among competing market venues and looks for opportunities to adjust order routing based on performance trends, technological advances, and other competitive developments.

• Securities Alerts | Charles Schwab

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

• Using After-Hours Trading  | Charles Schwab

  Some traders use after-hours trading as a way to analyze their trades and look ahead to prepare for the next trading day.

• What is Tax-Gain Harvesting? | Charles Schwab

  Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.