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• Congress Approves Massive Tax and Spending Bill | Charles Schwab

  Congress approved the "One Big Beautiful Bill" tax-and-spending plan. Here are some of the key provisions for investors and taxpayers.

• Three Ways to Use Margin and Leverage | Charles Schwab

  Learn three ways investors and traders can maximize the use of margin while managing the risks of leverage in their investing strategies.

• Why You Should Establish Trusted Contacts | Charles Schwab

  Learn how designating a trusted contact provides another layer of protection to help your financial institution keep your accounts safe.

• The Most Important Ages of Retirement | Charles Schwab

  Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.

• Fraudsters targeting investors over social media | Charles Schwab

  Bad actors are sending false information to investors in a pump and dump scheme. Learn about the tactics and warning signs to better protect yourself.

• Types of Employee Benefits | Charles Schwab

  Learn about different types of employee benefits (including health insurance, retirement plans, and disability insurance) and why they matter.

• What Happens During an IRS Audit?  | Charles Schwab

  As an IRS agent I conducted hundreds of audits. Here's how the process works and what you can do to prepare.

• The Pattern Day Trading Rule Explained | Charles Schwab

  Watch to learn about the pattern day trading rule, what constitutes a day trade, and how to comply with the rule.

• Dan Marsh | Financial Consultant in NJ | Charles Schwab

  Dan Marsh is a Financial Consultant at Charles Schwab serving Morristown, NJ. Request an appointment or contact us today to speak with a financial consultant.

• Trading Long Calls and Puts on thinkorswim® Web | Charles Schwab

  In this video, we'll show you how to trade long calls and long puts using thinkorswim® web.