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• ETF Investing at Schwab | Charles Schwab | Charles Schwab

  Whether you’re looking for low-cost Schwab ETFs or a broad selection of options, we help you find investments that may strengthen and diversify your portfolio.

• Schwab's Long-Term Return Expectations | Charles Schwab

  Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

• What Is Forex? | Charles Schwab Futures and Forex

  Forex trading is the simultaneous buying and selling of currencies from two different countries - hoping to profit as their values go up and down. Take advantage of Schwab's expertise to learn forex basics and how to trade forex.

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• Estate Planning | Charles Schwab

  Make your wishes known with a clear estate plan.

• Charles W. Falzone III | Financial Consultant in CT | Charles Schwab

  Charles W. Falzone III is a Financial Consultant at Charles Schwab serving Fairfield, CT. Request an appointment or contact us today to speak with a financial consultant.

• Thomas Arundale | Financial Consultant in GA | Charles Schwab

  Thomas Arundale is a Financial Consultant at Charles Schwab serving Alpharetta, GA. Request an appointment or contact us today to speak with a financial consultant.

• Caroline Larsen | Financial Consultant in FL | Charles Schwab

  Caroline Larsen is a Financial Consultant at Charles Schwab serving Jacksonville, FL. Request an appointment or contact us today to speak with a financial consultant.

• Mariah Starwood | Financial Consultant in HI | Charles Schwab

  Mariah Starwood is a Financial Consultant at Charles Schwab serving Honolulu, HI. Request an appointment or contact us today to speak with a financial consultant.

• Using Tax Brackets to Manage Your Taxable Income | Charles Schwab

  Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.