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• Thematic Investing | Charles Schwab

  With Schwab Investing Themes™, you can discover and invest in trends and new opportunities in over 40 themes built with our proprietary research.

• How to Combine 401ks & Retirement Accounts | Charles Schwab

  Combining 401(k)s and other retirement accounts in one place simplifies your finances, lowers administrative fees, and protects your retirement savings.

• Schwab Futures and Forex daily Forex obligation April 2025 | Charles Schwab

• Fixed-Rate Mortgage vs. ARM: How Do They Compare? | Charles Schwab

  Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?

• Planning Priorities: Saving for Retirement and a Home | Charles Schwab

  Investing for retirement and saving for a down payment on a home often share the spotlight amongst financial goals. Working on either of them might feel like you have to pause the other, but making progress toward both targets can be doable with some basic financial planning.

• IPO Investments: What You Need to Know | Charles Schwab

  Thinking about investing in an IPO? Review these IPO basics to find out how IPO investments work and important considerations when investing in IPOs.

• How to Use Moving Averages for Stock Trading | Charles Schwab

  Learn how to use a simple moving average to confirm established trends, along with the pros and cons of applying it to different time frames.

• M&A Still on Hold Amid Policy Uncertainty | Charles Schwab

  Mergers and acquisitions were expected to roar back in 2025 thanks to the new administration, but uncertainty around policy may be holding back new deals.

• How Do You Save for Vacations & Travel? | Charles Schwab

  Mark Riepe and Cindy Scott discuss how financial planning can help you save for short-term goals like travel and vacations without adding risk to your long-term financial future.

• How to Choose an ETF – Guide to ETF Investing | Charles Schwab | Charles Schwab

  Finding ETFs for your portfolio can be a challenge without a background in finance. Schwab’s knowledge and expertise is your resource to help you find what you’re looking for.