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• Get ready to build your financial plan with a CERTIFIED FINANCIAL PLANNER™ professional | Charles Schwab

  Review the checklist below to make the most of our planning tool and your appointment with a CFP® professional to develop a smarter, more informed financial plan.

• Schwab Futures and Forex daily segregated requirements January 2025 | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• What are Buffer ETFs? | Charles Schwab

  Product overview and description of Buffer ETFs

• Charles Schwab Bank Pricing Guide | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Buying a CD in 5 Easy Steps

  For steady, predictable income that is also FDIC-insured, many investors turn to CDs: certificates of deposit. It's easy to find and purchase a CD that is right for you in just a few quick steps on Schwab.com.

• Preferred Securities: Balancing Yield with Risk | Charles Schwab

  Preferred securities' yields may be appealing, but they almost always come with additional risks.

• Tax and Estate Planning | Sample Scenarios

  See how Schwab Wealth Advisory helps clients achieve success with tax and estate planning.

• 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.

• Wealth Management & Investment Services | Charles Schwab

  Use Schwab's personal wealth management and investment services to help you manage your wealth, pursue your financial goals, and transfer your estate to future generations.

• 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.