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• Weak Dollar Is No Silver Lining as Firms Face Tariffs | Charles Schwab

  The U.S. dollar hit 3-year lows after tariff "liberation day," and a weak greenback often aids U.S. companies with big overseas sales. That may not happen now as the trade war simmers.

• Personal Trust Services & Management | Charles Schwab

  Charles Schwab Trust Company is committed to providing dedicated, ongoing personal trust management and administration that upholds your wishes for the future.

• 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.

• 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.

•  Value Stock Investments: Build a Durable Portfolio | Charles Schwab

  Value investing strategies can help investors build a portfolio of stocks that are trading below fair value. Learn fundamental metrics that can help investors identify value stocks.

• Tariff Two-Step: What to Watch as Earnings Begin | Charles Schwab

  Earnings season begins with companies adjusting on the fly to tariffs. This could give investors insight into strategies firms are taking and how businesses might be affected.

• Diversification 101: Lessons from My Air Jordans | Charles Schwab

  My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.

• Real Estate Investment Trusts (REITs) | Charles Schwab

  What is a REIT? Real Estate Investment Trusts allow you to trade real estate in the form of securities, usually in one of two main REIT types.

• What Is a Securities-Based Line of Credit? | Charles Schwab

  A securities-based line of credit allows you to borrow against the value of stocks and bonds in your nonretirement portfolio. Learn if a SBLOC is right for you.

• Investment Income taxes | Schwab

  As an investor, you don’t want surprises at tax time. We’ll help you plan ahead with information about capital gains, dividends, interest income, net investment income tax, cost basis, AMT, and more.