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• Margin Trading: The Starter Guide | Charles Schwab

  There are different types of margin trading for stocks, options, futures, and forex. Read more to learn about their unique risks and benefits.

• Guide to Asset Classes & ETFs | Charles Schwab

  View the Schwab Intelligent Portfolios Guide on Asset Classes.

• Direct Indexing with Schwab Personalized Indexing | Charles Schwab

  Direct indexing offers a customizable approach to tax management and portfolio construction. Learn more about Schwab Personalized Indexing.

• How to invest cash to pursue long-term goals | Charles Schwab

  Thinking about reallocating cash now that yields have fallen? Explore investment ideas as you rebalance your portfolio to pursue long-term goals.

• Focus on Labor: The History & Importance of Employment Data | Charles Schwab

  Liz Ann Sonders and Kathy Jones explain why different employment metrics are vital to understanding the health of the economy.

• How Much Risk Is Right for You? | Charles Schwab

  Every investor wants to maximize return—but you must first consider how much risk you can stomach.

• Custodial Account Transfer | Schwab One® Custodial Account | Charles Schwab

  Find a wealth of resources to help you better understand how to manage and plan for financial well-being.

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• Midyear Outlook: Corporate Bonds and Muni Bonds | Charles Schwab

  Collin Martin and Cooper Howard take a look at the state of the corporate bond and muni bond markets halfway through the year.

• Charitable Remainder Trusts: What to Know | Charles Schwab

  Charitable remainder trusts can provide a tax break and income for life. Learn the different types, how they work, how to maximize them, and how they're taxed.