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• Tax Efficient Asset Location | Charles Schwab

  Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.

• Schwab Bank Designated Beneficiary Plan Application | Charles Schwab

• Market Uncertainty Seems Like the Only Sure Thing | Charles Schwab

  Equity investors have been on a roller-coaster ride in 2025. Uncertainty about tariffs, fiscal policy, the jobs market, and the broader economy means that that may not change anytime soon.

• Get to Know the Options Greeks | Charles Schwab

  Learn how options greeks can help you evaluate the risks and rewards of options contracts.

• Investing Costs: Mutual funds, ETFs, Stocks | Charles Schwab

  Understand the cost breakdown for investments at Schwab. Discover the transparency of trading ETFs, bonds, options and more with Charles Schwab.

• A Choice Apart: With Guests Max Bazerman & Vivienne Wagner | Charles Schwab

  Making a decision in isolation—versus in a comparison—relies on different processes and tends to produce different results.

• Income Too High for a Roth IRA? Try These Alternatives | Charles Schwab

  If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• Managing Cash-Secured Puts | Charles Schwab

  Cash-secured puts may generate short-term income or enable purchase of desired stocks at a favorable price. Know what to do if it doesn't work out as planned.

• Market Downturn: Three Ways to Short the Market | Charles Schwab

  Investors seeking to profit from a market downturn or looking for portfolio protection have several short-selling alternatives they might consider. Here are three of them.