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• Investing Basics: Mutual Funds | Charles Schwab

  Mutual funds have been an investing staple for many investors because of the diversification they provide.

• Retiring Early: Can You Afford It? | Charles Schwab

  Facing an unexpected early retirement? Here’s how to figure out how your budget and savings would be affected.

• Advance Estate Planning for a Surviving Spouse | Charles Schwab

  No one is fully prepared for the death of a spouse. Learn steps you can take now to help lessen financial stress for the surviving spouse.

• Investing Basics: Futures | Charles Schwab

  Gain a better understanding of futures trading and learn about the risks and benefits of leverage.

• What Is a Beneficiary? Why Naming Them Is Key | Charles Schwab

  Designating beneficiaries is a simple way to help protect your estate and avoid probate. What is a beneficiary, and why do you need one? Learn the basics.

• Overnight Trading in Futures Markets | Charles Schwab

  Futures and foreign exchange markets are open overnight, when the regular equity markets are closed. Learn more about how these overnight hours may present potential opportunities with futures trading.

• What Is Forex Trading? | Charles Schwab

  Forex trading—or foreign-exchange trading—is the buying and selling of global currencies. Learn more about what forex trading is and how it works.

• Saving for Retirement: IRAs, 401(k)s, and More | Charles Schwab

  We break down which retirement accounts—IRAs or 401(k)s— may be right for you.

• Soft vs. Hard Divide Persists | Charles Schwab

  There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.

• Save on Taxes with Qualified Charitable Distributions | Charles Schwab

  QCDs can be an effective way to give to charity as well as reduce your tax bill, since they are excludable from taxable income.