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• Schwab Specialist Answers thinkorswim® Questions | Charles Schwab

  A Schwab trade desk specialist answers questions related to using the thinkorswim platform submitted on YouTube and other social media platforms.

• What Matters in Corporate Real Estate (With Al Rabil) | Charles Schwab

  Liz Ann Sonders interviews Kayne Anderson CEO Al Rabil about the state of the corporate real estate market.

• The Charles Schwab & Co. Guide to Margin | Charles Schwab

  Margin is a tool that can be used to potentially generate greater returns, execute investment strategies, and serve as a source of flexible low cost borrowing for other lending needs.

• 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.

• Thematic Investing | Charles Schwab

  With Schwab Investing Themes™, you can discover and invest in trends and new opportunities in over 40 themes built with our proprietary research.

• How to 'Summer-ize' Your Portfolio, Budget, & Life | Charles Schwab

  Summer markets can pose unique twists but also opportunities. Here are some investor need-to-knows before you head off for vacation.

• To Know What You Know | Charles Schwab

  In a great bit of irony, to truly know if you're good at something, you have to be good at it already.

• 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.

• Custodial Account Beneficiary Distribution Form | Charles Schwab

  Use this form to withdraw all assets from this custodial account and close the account once you have reached the age at which your custodial relationship ends according to your state law.

• Fixed Income: Frequently Asked Questions | Charles Schwab

  Answers to questions investors are asking about Treasury bonds, tax policy, credit quality and other issues affecting fixed income investments.