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• ETFs: Expense Ratios and Other Costs | Charles Schwab

  ETFs have expense ratios for managing the fund and trading costs, like commissions, bid/ask spreads, and discounts and premiums to NAV.

• Understanding Mortgage-Backed Securities Investing | Charles Schwab

  Residential mortgage-backed securities, or MBS, are a big part of the securitized investment market. Here's what to know about MBS investing.

• Inherited IRA Rules & SECURE Act 2.0 Changes | Charles Schwab

  It's important to understand the updated inherited IRA distribution rules tied to the recent change in the SECURE Act, including its latest version, SECURE 2.0.

• What Year-End Tax Strategies Should You Consider for 2024? | Charles Schwab

  Mark Riepe highlights key updates to tax policy in 2024 and offers helpful year-end tax-planning moves.

• U.S. Economy: A Glass Half Full, Half Empty, or Both? | Charles Schwab

  With tried-and-true economic indicators pointing in different directions, what should investors be watching to get a good read on the economy now and the near future?

• Celebrating 50 Years of Innovation | Charles Schwab

  Since its founding in 1973, Charles Schwab has helped pioneer market access, lower fees, financial literacy, and more. Here's an up-to-the-minute guide to our initiatives and offerings.

• Futures Markets | Charles Schwab

  Explore the wide variety futures markets available for trading, including futures indices and futures options.

• How Can You Steer Your Portfolio Through a Recession? | Charles Schwab

  What are some strategies that can help investors navigate a recession?

• Fiduciary Acknowledgment Disclosure | Charles Schwab

  Specific ERISA considerations for Retirement Investors and Retirement Accounts

• Jumbo Rate Payment Details | Schwab Bank | Charles Schwab

  Additional Rate and Payment Information - Jumbo