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• Financial Planning | Charles Schwab

  Understand where you are today and create a roadmap to get you where you want to be.

• Schwab Coaching | Live webcasts & virtual workshops | Charles Schwab

  Browse daily workshops and webcasts run by Charles Schwab's Education Coaches. Use live workshops to improve trading skills at any experience level.

• Fixed Income Pricing - Fixed Income | Charles Schwab

  Access Schwab's low and straightforward pricing and choose from hundreds of no-load, no-transaction-fee bond mutual funds.

• Travel Planning | Charles Schwab

  Learn tips for keeping costs low and managing your money while traveling.

• Self-Directed Investing | Charles Schwab

  Self-directed investing lets you trade securities on your own with total control. Invest with a self-directed brokerage account.

• Portfolio Management | Charles Schwab

  Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.

• Gamma in Options: Learn How It Works | Charles Schwab

  Understanding options gamma can help traders better manage their stock options positions. Learn how options gamma works and three ways to manage gamma risk.

• Stock Options | Charles Schwab

  Learn about stock options, like non-qualified stock options (NQSQs) and incentive stock options (ISOs), a form of equity compensation, which allows an employee to buy shares of company stock at a fixed price.

• Backdoor Roth: Is It Right for You? | Charles Schwab

  If your income is too high for a Roth IRA, there's another way in—but it comes with some caveats. Learn more about the backdoor Roth and the tax implications of using one.

• Fundamental Analysis | Charles Schwab

  Examine economic and financial factors to estimate a security's value.