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• Introducing Choiceology with Dan Heath | Charles Schwab

  You're not as rational as you think. In this new podcast, bestselling author Dan Heath performs forensic analysis on decision making. You'll hear real stories, learn from top experts, and witness informal experiments that demonstrate the mistakes we too often make.

• Schwab Intelligent Portfolios FAQs | Charles Schwab

  Get answers to the most commonly asked questions about Schwab Intelligent Portfolios®.

• SEP IRA | Simplified Employee Pension Plan | Charles Schwab

  A Charles Schwab SEP-IRA is one of the easiest small business retirement plans to set up and maintain. Learn more about SEP-IRA possible tax benefits today!

• Media | Charles Schwab

• Income Too High for a Roth IRA? Try These Alternatives | Charles Schwab

  If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.

• Understanding S&P 500 Futures | Charles Schwab

  S&P 500 futures provide exposure to individual stocks in the index. But trading futures differs from trading equities. Learn how futures work and how they're used.

• What is Thematic Investing? | Charles Schwab

  Thematic investments target ideas, personal values, or trends that don't fit squarely into existing industry classifications.

• Get to Know the Options Greeks | Charles Schwab

  Learn how options greeks can help you evaluate the risks and rewards of options contracts.

• Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab

  The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.

• The Business of Consulting | Charles Schwab

  If you're ready to leave an employer and strike out on your own as a consultant, it helps to plan ahead, set up a separate business structure, and make sure you're properly insured.