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• Tax Efficient Asset Location | Charles Schwab

  Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.

• Bull vs. Bear Markets: What Investors Should Know | Charles Schwab

  Learn how to identify market phases and how, as an investor, you should consider trading in bull markets versus bear markets.

• Coding Custom Indicators on thinkorswim® | Charles Schwab

  thinkorswim® offers a way for traders to code their own customized indicators to their specifications so they can make informed trading decisions.

• Teaching Financial Literacy to Grandkids | Charles Schwab

  Learn four ways grandparents can pass along financial knowledge on to the next generation to create a lasting bond and to help foster financial literacy.

• Index funds & ETFs: Investing in Index Funds | Charles Schwab

  Discover the advantages of index funds and how to invest in low-cost market cap index mutual funds and index ETFs with no minimums.

• Finding the Right Plan for Retirement | Charles Schwab

  Planning for retirement is an overlooked but important activity. Learn more about retirement planning.

• Understanding Forex Margin | Charles Schwab

  What is leverage in the forex market? It’s the ability to buy and sell foreign currencies while putting up only a fraction—3% to 5%—of the notional amount. Leverage, or forex margin, offers potential opportunity, but it’s also quite risky.

• Getting Started with thinkorswim® Charts | Charles Schwab

  A rundown of basic thinkorswim® charts navigation and a tour of charting features.

• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.

• How Can You Get Started with an IRA? | Charles Schwab

  What are some of the incentives for younger investors to start saving for retirement?