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• Market Turmoil: It's More Than Just Tariffs | Charles Schwab

  Tariffs may be at the forefront of today's market concerns, but they are far from the only drivers of the ongoing market turbulence.

• Should You Trust Popular Trading Proverbs? | Charles Schwab

  When navigating the world of stock trading, what kernels of truth can you take from some of the most ubiquitous trading proverbs?

• Learning Quest Account Maintenance Form | Charles Schwab

  Use this form to update account information, such as a name or address.

• Can Small Caps Bounce Back? | Charles Schwab

  Small-cap stocks tend to offer greater growth potential than large-cap stocks. Discover how interest rates, inflation, and investor sentiment affect small caps.

• Do You Have Enough for Retirement? | Charles Schwab

  Many retirees risk outliving their retirement savings. Learn how to plan for your retirement income needs to ensure you won't outlive your savings.

• What Happens During an IRS Audit?  | Charles Schwab

  As an IRS agent I conducted hundreds of audits. Here's how the process works and what you can do to prepare.

• Custodial Account Transfer Worksheet | Charles Schwab

  You and your beneficiary can use this worksheet as you go through the custodial account conversion process.

• How to Manage Finances After Losing a Spouse | Charles Schwab

  Managing your finances after losing a spouse can feel overwhelming. Learn 7 financial steps you can prioritize to help you get your finances in order.

• How Grandparents Can Help Pay for College | Charles Schwab

  Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.

• Trading Stocks in an International Brokerage | Charles Schwab

  Foreigners can invest in U.S. stocks by opening a U.S.-based brokerage account. Be aware of tax documentation that may be required for an international brokerage account.