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• How to Calculate Financing Rates on Forex Trades | Charles Schwab

  When a forex position is carried from one day to the next, the position is adjusted to reflect the interest rate differential between the currencies. Learn how forex rolling works.

• Tax-Smart Charitable Giving | Charles Schwab | Charles Schwab

  Achieve greater impact for the causes you care about by pursuing tax-efficient charitable giving strategies.

• Schwab Brokerage: Personal Choice Retirement Account | Charles Schwab

  With a Schwab Personal Choice Retirement Account (PCRA), you can invest in a retirement plan with the freedom of a brokerage account.

• Businesses and the Corporate Transparency Act | Charles Schwab

  What small-business owners need to know about the new Corporate Transparency Act.

• Investment Research | Charles Schwab

  Save time choosing investments with Schwab's award-winning investment research tools. Access screeners, top picks, expert commentary, detailed quotes, and more.

• Dollar-Cost Averaging vs. Lump-Sum Investing | Charles Schwab

  Is dollar-cost averaging better than lump-sum investing? Find out which approach may be best and could be worth considering.

• How to Plan for Estate Tax Uncertainties | Charles Schwab

  It's important to protect your heirs from estate tax uncertainties. Explore three types of trust that may help guard against future estate tax changes.

• How Index Funds Could Beat Hedge Funds over Time | Charles Schwab

  Warren Buffett bet $1,000,000 that an index fund would perform better than hedge funds. See how an S&P 500® index fund stacked up against a hedge fund manager's selections.

• Socially Responsible Investing (SRI) | Charles Schwab

  What is socially responsible investing? Learn more about the investment approach that allows investors to align their investments with values & performance.

• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.