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• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.

• https://www.schwab.com/public/file/P-6425878/

• Are Annuities a Good Investment For Me? | Charles Schwab

  Are annuities a good investment? Factors like how long you live and what you value among others can help determine whether or not they're good investments.

• How to use Fund Finder | Charles Schwab

  Find mutual funds or exchange-traded funds that meet your criteria with Fund Finder.

• Frequently Asked Questions from Investors | Charles Schwab

  Kathy Jones and Liz Ann Sonders answer some of the most common questions from investors—and provide their weekly market outlook.

• Durable Power of Attorney For All States Except New York and Pennsylvania

  APP114024AL-01-01

• The Simple Choice: With Guests Shlomo Benartzi & Eric Sink | Charles Schwab

  Making the beneficial choice the easiest choice can streamline decision-making. But be aware of exactly who's benefitting.

• Balancing Campaign Promises With Economic Realities | Charles Schwab

  The reality of the economy, inflation, debt, and global pressures will present challenges as the next administration looks to implement sweeping promises from the campaign trail.

• How to transfer securities between accounts | Charles Schwab

  Move or gift assets from one Schwab brokerage account to another Schwab brokerage account.

• Monthly Stock Sector Outlook (2025) | Charles Schwab | Charles Schwab

  Our stock sector outlook is updated monthly and delivers expert insights into the 11 S&P equity sectors, for example Energy, Health Care and Industrials.