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• 5 Key Financial Ratios for Stock Analysis | Charles Schwab

  Learn how five key financial ratios can help investors understand a stock's true value and how investors can incorporate these ratios into their analysis.

• Year-End Tax Trading: Wash Sales and More | Charles Schwab

  Traders should know how wash sales, constructive sales, short positions, and Section 1256 contracts could impact their taxes.

• Expect the Unexpected: With Guests Abigail Sussman, Howie Jeon & Greg Golden | Charles Schwab

  Despite their regularity, we don't tend to budget well for the high frequency of unexpected events that predictably arise when it comes to our time, our diet, or our money.

• Meet the Options Greeks | Charles Schwab

  Meet some of the most important greeks—delta, gamma, theta, vega, and rho—and see how they can be used in your options trading.

• Retirement Planning by the Decade: A Savings Guide | Charles Schwab

  Retirement planning looks different depending on the season of life you're in. Discover how to approach your most important savings goal—one decade at a time.

• Working in Retirement? Savings & RMD Impact | Charles Schwab

  Are you are retired but wanting to return to work? Learn how returning to work could affect your savings plans and RMDs. Questions to ask before returning.

• Tax basics | Schwab

  Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.

• Schwab Center for Financial Research | Charles Schwab

  The Schwab Center for Financial Research (SCFR) provides top-quality research, timely market insights, and practical guidance to help investors make better decisions.

• What Should Your Advisor Know About You? | Charles Schwab

  How much should you share with your financial advisor? Learn why trust, open communication, and the right information matter when working with professional help.

• When Should You Take Social Security? | Charles Schwab

  Mark Riepe is joined by Rob Williams and Susan Hirshman to examine one of the most critical retirement decisions: When should you take Social Security?