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• Asset Allocation Mutual Funds | Charles Schwab

  Asset allocation mutual funds let you own a mix of equity and fixed income securities to achieve a goal such as income generation or capital appreciation.

• Target Date Mutual Funds | Charles Schwab

  Learn more about target date mutual funds and how you can invest for your retirement or other milestone.

• When to Consider Munis Outside Your State | Charles Schwab

  Investing in an in-state tax-free municipal bond may offer advantages, but there can be good reasons to consider out-of-state munis.

• https://www.schwab.com/public/file/P-6425878/

• PCRA Getting Started | Charles Schwab

• Margin Requirements & Interest Rates | Charles Schwab | Charles Schwab

  Margin loans can be more cost-effective than lending options like credit cards, but they follow specific rules. Explore Schwab’s margin rates and requirements.

• Trade order routing process | Charles Schwab

  Schwab regularly and rigorously monitors execution quality among competing market venues and looks for opportunities to adjust order routing based on performance trends, technological advances, and other competitive developments.

• Our Education | Charles Schwab

  Access investing education and timely market insights tailored to empower you on your financial journey.

• Dividend ETFs for Income Investing | Charles Schwab

  Learn more about ETFs that aim to result in dividends and yields for traders who are seeking income or who may be risk-averse.

• Wealth Management Services | Schwab Private Client Services | Charles Schwab

  With Schwab Private Client Services, you benefit from access to a wide range of wealth management specialists, a dedicated financial consultant, and more.