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• Account Types with Schwab Intelligent Portfolios | Charles Schwab

  Unsure about which Schwab Intelligent Portfolios® account is appropriate for you? Consider your options.

• Financial Statements 101 | Charles Schwab

  Learn what's in financial statements and how investors use them to evaluate stocks.

• Frequently Asked Questions - Asset Transfer | Charles Schwab

  In-kind transfer? ACAT? Fees? The difference between a rollover and a transfer? Get expert answers to your account transfer questions from Schwab.

• StreetSmart Edge® to thinkorswim® Part 2 | Charles Schwab

  This video will familiarize you with the thinkorswim® platform so you can take advantage of your favorite features and functions of StreetSmart Edge® when using thinkorswim.

• Inflation, Deflation, and Stagflation Explained | Charles Schwab

  Inflation is a period of generally rising prices, and there are many ways that changing prices can impact investment portfolios.

• Grow Tax-Free Savings with Roth Conversions | Charles Schwab

  Converting a portion of your retirement savings into Roth assets can give you a flexible source of income and potentially help lower taxes over time.

• What is the Sunk Cost Fallacy and How Does It Work? | Charles Schwab

  The sunk cost fallacy is the irrational idea that you should keep investing in something just because you've already invested time or money in it. Learn more.

• Corporate Governance: Who Directs Public Companies | Charles Schwab

  Corporate governance involves three main groups: shareholders, the board, and management. Learn how corporate governance can impact a company's performance.

• Should You Add Life Insurance to Your Estate Plan? | Charles Schwab

  Adding life insurance to your estate plan can help give your heirs flexibility in the future. Explore the difference between term and permanent life insurance.

• Navigating Post-Election Market Dynamics | Charles Schwab

  Liz Ann Sonders and Kathy Jones discuss the market reactions following the election, focusing on both the equity and bond markets.