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• Are Annuities a Good Investment For Me? | Charles Schwab

  Are annuities a good investment? Factors like how long you live and what you value among others can help determine whether or not they're good investments.

• College Planning | Charles Schwab

  See why you should prioritize saving for college after saving for retirement, and why starting to save early is important.

• Retirement Asset Allocation Tips | Charles Schwab

  How should you determine your retirement asset allocation? Discover how to choose the right mix of investments to help you reach your retirement goals.

• How Will the Market Respond to Rate Cuts? | Charles Schwab

  Looking back at the 14 Fed rate cycles since 1929, certain patterns emerge. Learn what factors could be driving the Fed now.

• ETF Fees and Associated Costs of ETF Investing | Charles Schwab

  Be an informed investor: understand the fees and associated costs of ETF investing. Learn what additional expenses you can expect and how they compare.

• You've just inherited a retirement account. Now what? | Charles Schwab

  Inherited IRA (pre-Secure Act)

• What Is a Fiduciary? Duties and Risks | Charles Schwab

  Would-be estate executors and trustees are often unaware of their legal responsibilities. Find out what it means to be an estate fiduciary.

• How Do You Define Investment Risk? | Charles Schwab

  There are different measures of risk, and all can be helpful. For most investors, we suggest adding the risk of not achieving goals.

• Is the Next Temperamental Era Upon Us? | Charles Schwab

  Big swings in GDP and record inflation marked the period from the 1960s to the1990s. Find out if we're entering a new Temperamental Era.

• Estate Planning for Unmarried Couples | Charles Schwab

  More people are opting to live with their significant other without tying the knot. Learn how unwed partners can achieve the same legal protections as spouses.