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• Should You Roll Over Your Retirement Account? | Charles Schwab

  What options do you have when leaving a job where you hold an employer-sponsored retirement account?

• Can You Be Proactive in Times of Market Volatility? | Charles Schwab

  Market swings can shake any investor's confidence. Learn ways you can stay grounded, trust your financial plan, and take smart, long-term steps in uncertain times.

• Investing Basics: Frequently Asked | Charles Schwab

  Do you have questions about investing? Here are Charles Schwab’s frequently asked questions about how to invest.

• How Does Retirement Planning Differ for Freelancers? | Charles Schwab

  What options do freelancers have to get the most benefit out of their retirement savings?

• How to invest

  Whether you want to learn the nuts and bolts about investing or are simply looking for a customized portfolio, Schwab can help you invest.

• Investment Advisory Relationship Summary (Form CRS-IA) | Charles Schwab

  This document highlights the nature of investment advisory relationships with our clients.

• Do You Need a Financial Advisor? | Charles Schwab

  A financial advisor can help you navigate the complex world of investing. But how do you know which advisor is right for you?

• Fixed Income Glossary | Charles Schwab

  Find definitions to terms related to Fixed Income Investing on Schwab.com.

• Can You Invest in Crypto Without Buying Crypto Directly? | Charles Schwab

  For investors looking to gain exposure to the crypto space, what are some alternatives to buying crypto directly?

• Risks Associated With a Pledged Asset Line and Pledging Securities as Loan Collateral (Demand) | Charles Schwab

  The Pledged Asset Line requires the pledge of securities to Charles Schwab Bank ("Schwab Bank") as collateral.