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• Should You Save for Retirement or Pay Off Student Loans? | Charles Schwab

  Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don’t have to give up one for the other.

• A Guide to Long-Term Investment Strategies | Charles Schwab

  Looking for long-term investing strategies? Discover five ideas to consider that may help you along the path toward your long-term investment goals.

• 5 Ideas to Help Your Parents Avoid Financial Fraud | Charles Schwab

  Frauds and scams can happen at any time. It's important to know the red flags and to talk to the elders in your life about how to help protect their assets.

• How Well Do You Know Market Cap? | Charles Schwab

  Market cap is a key guidepost for anyone building a portfolio. Here's what to know.

• 2024 Tax Reference Guide | Charles Schwab

  This quick reference guide provides tax brackets and key deductions, credits, and retirement plan contribution limits for 2024.

• The Charmer's Playbook | Charles Schwab

  Why do we allow our judgments of one trait of a person (or product or company) to overly influence our judgments of another, unrelated trait of that same person or product or company?

• To Fight Another Day | Charles Schwab

  Why do we tend to seek more risk in the face of losses when those losses are only on paper and aren't yet finalized?

• Learning Quest 529 Plan Additional Contribution Form | Charles Schwab

  Complete this form to make additional contributions to your Learning Quest 529 Plan Account by check or rollover.

• Company Retirement Account Participant Application | Charles Schwab

  Use this form to establish separate brokerage accounts for each participant in your retirement plan.

• How Much "Tech" Do You Own? | Charles Schwab

  Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.