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• Basics of Margin Trading for Investors | Charles Schwab

  Buying on margin can magnify your returns, but it can also increase your losses. Learn the basics, benefits, and risks of margin trading.

• Tax basics | Schwab

  Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.

• Muni Bonds: GO or Revenue? | Charles Schwab

  You're interested in municipal bonds, but are general obligation munis or revenue muni bonds better for you?

• Health Care Costs in Retirement: Are You Prepared? | Charles Schwab

  Medical bills can put a strain on your retirement income. Explore four ways you can plan ahead to help avoid high health care costs in retirement.

• Reassessing Your Investment Risk Tolerance | Charles Schwab

  How much risk can you really handle? Answer these three questions to help you determine your risk tolerance so you can react wisely during market volatility.

• Market Outlook: What's in Store for 2024? | Charles Schwab

  As we approach 2024, what can investors expect from the markets in the new year?

• 5 Rules for Creating a Retirement Paycheck | Charles Schwab

  Producing a steady income stream in retirement is a complex undertaking. Consider these five rules to help you create a retirement paycheck.

• When Markets Talk, the Bond Market Speaks Loudest | Charles Schwab

  The fluctuating economic environment, tariffs, and the Fed's ongoing challenges keep bond investors wondering where to turn.

• Can the Olympics Teach Us About Our Own Behavior? | Charles Schwab

  Mark Riepe explains the cognitive and emotional biases that show up across different Olympic choices and judgments and the lessons we can glean from them for our own financial decision-making.

• Little Bits of Happiness: With Guests Sally Millington & Ellen Evers | Charles Schwab

  Learn how the way we separate life's highs and lows can influence our happiness.