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• Tax Loss Harvesting | Charles Schwab

  Learn about tax-loss harvesting and how it may impact your taxes.

• Ways to Invest | Charles Schwab

  Explore multiple ways to invest with Schwab. Work with an advisor, get automated investing, or manage your own investments to meet your financial goals.

• Technical Analysis | Charles Schwab

  Interpret market data to identify patterns and trends to make more educated predictions.

• Fixed Income Investments | Charles Schwab

  Fixed income investments, such as individual bonds or bond mutual funds, offer a way to diversify a portfolio. Explore fixed income funds as an investment strategy.

• How to Make a Budget | Charles Schwab

  Putting together a budget is a crucial step in taking control of your financial wellness. In this video, we walk you through our basic steps towards creating a useful budget.

• Why Trade Options at Schwab | Charles Schwab

  Get the best of options trading at Schwab. We provide competitive fees, intuitive tools and platforms, specialized support, options trading education, and more.

• Annuities: Saving for Retirement Income | Charles Schwab

  Saving for retirement? Choose from a Schwab variable annuity, fixed annuity, or income annuity for potential guaranteed lifetime income.

• Separately Managed Accounts | Charles Schwab

  Learn about Schwab's offer of separately managed accounts to get the diversification and specialization that is right for you.

• Mortgage Rate Calculator | Schwab Bank

  Use this online Mortgage Rate Calculator to get a customized mortgage rate quote whether you want to buy a house or refinance your existing home loan.

• What's in the Federal Reserve's Toolbox? | Charles Schwab

  The Fed works to ensure maximum employment and stable prices. Discover four monetary-policy tools the Fed uses that affect interest rates and the stock market.