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• How to Determine Your Risk Tolerance Level | Charles Schwab

  As you're saving for the future, it's important to determine your risk tolerance and shape your investing strategy accordingly.

• Wayne Brumm | Financial Consultant in IN | Charles Schwab

  Wayne Brumm is a Financial Consultant at Charles Schwab serving Merrillville, IN. Request an appointment or contact us today to speak with a financial consultant.

• How Do You Define Investment Risk? | Charles Schwab

  There are different measures of risk, and all can be helpful. For most investors, we suggest adding the risk of not achieving goals.

• The Estate Tax and Lifetime Giving | Charles Schwab

  If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

• Must-Ask Questions: IRA Contributions | Charles Schwab

  What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.

• What Is Financial Literacy and Why Does It Matter? | Charles Schwab

  What is financial literacy? It means understanding the basics of money management to help you make better financial choices. Here's how to get started.

• Form 1099-B: Cost Basis and Options Trading | Charles Schwab

  At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.

• Trading Up-Close: Using Fundamental Analysis | Charles Schwab

  Joe Mazzola looks at fundamental analysis and how traders can use it to assess the value of equities and compare them to others in the same industry or sector.

• Three Ways to Calculate Intrinsic Value | Charles Schwab

  Watch to learn three methods for estimating an investment's intrinsic value: comparison, build up, and discounted cash flow.

• This Week's CPI Data and the State of the Economy | Charles Schwab

  Liz Ann Sonders interviews Nancy Lazar about the state of the economy, and Kathy Jones and Collin Martin discuss investment-grade bonds.