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• Limitations of Stock Indexes & How to Use Them | Charles Schwab

  How stock market indexes are calculated can skew their data. Learn about index limitations, using indexes effectively, and other tools that might help with investment decisions.

• Keeping Track of Your Portfolio's Performance | Charles Schwab

  The S&P 500® Index may be the most familiar but considering other indices can offer a clearer picture of how different asset classes are performing.

• Costly 529 College-Saving Mistakes | Charles Schwab

  A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid. We also discuss rules for 529-Roth conversions.

• A Straddle Option vs. a Strangle Option | Charles Schwab

  A straddle option and strangle option are strategies for advanced traders to get volaility exposure. Learn more about how they work.

• Making International Great Again? | Charles Schwab

  Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.

• Qualified Retirement Plan (QRP) Distribution Request Form | Charles Schwab

  Please carefully read the QRP Distribution Notice included with this form, which contains important information about your distribution.

• Schwab Wealth Advisory - Wealth Management | Charles Schwab

  Schwab Wealth Advisory provides you with a personalized approach to wealth management and wealth planning with you at the center.

• Schwab.com | Charles Schwab

  Discover how some of the most popular tools and features of Schwab.com can help you simplify your financial life.

• OTC (Over-the-Counter) Markets: Trading & Securities | Charles Schwab

  Dive into the world of OTC markets and securities to understand their role in the financial landscape. Explore the benefits and risks of trading OTC.

• Should You Stay Invested During a Market Downturn? | Charles Schwab

  Learn how diversifying your portfolio and having a long-term perspective could help you stay invested during a market downturn.