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• ETF vs. Mutual Fund: It Depends on Your Strategy | Charles Schwab

  Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.

• Types of mutual funds | Charles Schwab

  Learn about the types of mutual funds to choose from and how to choose.

• Rebalancing in Action | Charles Schwab

  Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.

• Is Social Security Taxable? 4 Ways to Minimize Taxes | Charles Schwab

  Is Social Security taxable? Above a certain income threshold, it can be. Learn more and discover four ways to help minimize taxes on your benefits.

• The Beanie Bandwagon: With Guests Robert Cialdini & Yemisi Brookes | Charles Schwab

  How can the fear of missing out on a trend have lasting consequences?

• Student Debt: Is College Worth It? | Charles Schwab

  The cost of college is on the rise. Is student loan debt worth it?

• How to Pay Off Student Loans | Charles Schwab

  Wondering how to pay off student loans? Here are some tips to consider that can potentially help you reduce or eliminate your student loan debt.

• How to create and manage a portfolio in Portfolio Checkup | Charles Schwab

  Create a target portfolio to assess your own portfolio's health in Portfolio Checkup.

• Schwab Bank Investor Checking™ Trust Account Application for Existing Schwab One® Trust Account Holders

  APP32476-19

• Durable Power of Attorney For All States Except New York and Pennsylvania

  APP114024AL-01-01