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• Schwab Old Saybrook Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Old Saybrook, CT independent branch. Contact or visit us today.

• Schwab Southampton Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Southampton, NY independent branch. Contact or visit us today.

• Schwab Mount Sinai Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Mount Sinai, NY independent branch. Contact or visit us today.

• 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.

• How to Calculate Financing Rates on Forex Trades | Charles Schwab

  When a forex position is carried from one day to the next, the position is adjusted to reflect the interest rate differential between the currencies. Learn how forex rolling works.

• 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.

• Hold That Thought: With Guests Sarah-Louise Miller, Warren Reed, Todd Rogers & Angela Duckworth | Charles Schwab

  Forgetting can be a significant barrier to achievement with real consequences. How can reminders help improve our memory?

• Schwab's Financial and Other Relationships with Mutual Funds | Charles Schwab

  This information may help you identify and evaluate any potential conflicts of interest that Schwab may have when you purchase a mutual fund or ETF through your Schwab account.

• Beyond Nvidia: How the AI Picture Could Evolve for Investors | Charles Schwab

  Almost every industry could ultimately incorporate AI, leaving a puzzle for investors seeking exposure. Using the internet as an example may provide some breadcrumbs.

• Tax Withholding in Retirement | Charles Schwab

  Have you ever asked yourself: How much tax should I withhold? Learn how federal tax withholding generally works for some common sources of retirement income.