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• Windhaven - Global Investment Management | Charles Schwab

  Windhaven's global investment management approach seeks to capture most of the upside of markets and less of the downside with a choice of three broadly diversified global portfolios.

• 2Q25 Earnings: The Beat Goes On? | Charles Schwab

  The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.

• Investing Basics: Forex | Charles Schwab

  Learn how to speculate on foreign currency prices in the forex market and decide if you want to expand your investing to the largest financial market in the world.

• Consolidate Accounts - Asset Transfer | Charles Schwab

  Learn about the benefits of transferring accounts from multiple firms to one. Simplify your finances with convenience, tax benefits and lower costs.

• Introducing Choiceology with Dan Heath | Charles Schwab

  You're not as rational as you think. In this new podcast, bestselling author Dan Heath performs forensic analysis on decision making. You'll hear real stories, learn from top experts, and witness informal experiments that demonstrate the mistakes we too often make.

• SEP-IRA for Employees | Charles Schwab

  Save for your future and gain valuable tax benefits with your Schwab SEP-IRA (Simplified Employee Pension Plan).

• 5 Types of Mortgage Loans to Consider | Charles Schwab

  Want to learn about different types of mortgage loans? Discover how different types of mortgages work, plus pros and cons to consider. Get started here.

• Mid-Year Statement of Financial Condition | Charles Schwab

  Charles Schwab & Co., Inc. notes to Statement of Financial Condition.

• How to find my tax documents on Schwab Mobile | Charles Schwab

  Follow these instructions to access tax documents on Schwab Mobile Read PDF: Access tax documents on mobile

• Stock Index Futures Tick Values | Charles Schwab

  Learn how index futures contracts use tick sizes and tick values to track how much positions gain or lose each day.