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• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.

• Protective Life SecurePay SE Benefits Guide | Charles Schwab

  Protective Life offers SecurePay SE, an optional indexed annuity withdrawal benefit providing enhanced growth opportunities along with protected lifetime income.

• Saving Outside Your 401(k) | Charles Schwab

  Once your basics are covered, you might want to consider setting aside some extra money. Here's how to decide which accounts to use—and when.

• Schwab Personal Defined Benefit Plan Information Guide | Charles Schwab

  Take advantage of this opportunity to preserve your wealth for the future.

• How Much "Tech" Do You Own? | Charles Schwab

  Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.

• Schwab Futures and Forex daily Forex obligation March 2025 | Charles Schwab

• Catalysts Light Before Weekend After Record Highs | Charles Schwab

  Today and Monday are the calm before the storm as stocks approach next week's massive wall of data and earnings at record highs. Trade remains key as the August 1 deadline nears.

• Using Futures for Capital Efficiency | Charles Schwab

  Learn how futures can help traders pursue their objectives while tying up less capital.

• Central Bank Meetings and Mega-Cap Earnings Loom | Charles Schwab

  This week features earnings from major firms like Tesla and Alphabet, along with an ECB meeting. Last week saw record highs but the market struggled to build on those Friday.

• Generating Retirement Income | Charles Schwab

  Once you retire, you'll want to adjust your investment strategy so that your needs are met. Explore how Schwab can help you generate retirement income.