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• What Is an IPO Lockup Period? | Charles Schwab

  When a company goes public, inside investors can be restricted from selling ownership stakes during a "lockup period." Learn how lockup periods work.

• Estate Sale Need-to-Knows | Charles Schwab

  An estate sale could be an effective way to unload a house-full of possessions, but it's important to understand how the process works to minimize financial and emotional costs.

• Considering the Risk of Stagflation & Uncertainty | Charles Schwab

  Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.

• Individual 401(k) Contribution Agreement | Charles Schwab

  All participants, including business owners, must complete this Agreement to indicate the elective deferral amount to have withheld from compensation.

• The Power of Do-Overs: With Guests Jeff Ryan & Marissa Sharif | Charles Schwab

  When faced with a challenging goal, is it better to give yourself some slack?

• 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.

• 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?

• 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 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.

• 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.