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• Are Annuities a Good Investment For Me? | Charles Schwab

  Are annuities a good investment? Factors like how long you live and what you value among others can help determine whether or not they're good investments.

• Leveraging Assets to Manage Your Wealth | Charles Schwab

  Borrowing against your assets can often act as a tool to manage wealth. Here's how to use debt strategically—even in some cases when you can afford to pay cash.

• Education Savings Account (ESA) Designated Beneficiary/Authorized Person LOA Form | Charles Schwab

  This form allows you to: request a transfer of ownership to a previously named Successor Designated Beneficiary; name or update the SDB to the existing ESA account; name a successor Authorized Person to act in the event of the incapacitation, death or resignation of the current Authorized Person.

• Complex exchange-traded products (ETPs) | Charles Schwab

  Learn about the benefits and potential risks of Complex ETPs.

• Education Savings Account (ESA) Application | Charles Schwab

  By signing this Application, you hereby adopt the Education Savings Account Plan that names Charles Schwab & Co., Inc. as custodian of this account, as further explained in the Charles Schwab & Co., Inc. Education Savings Account Plan.

• Benefits of Tax-loss Harvesting | Charles Schwab

  With tax-loss harvesting, you can take advantage of market volatility to offset capital gains.

• How to see Schwab's Portfolio Builder

  Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.

• A Number in Mind | Charles Schwab

  Focusing on a single data point to the exclusion of other information: It's a tried-and-true negotiating strategy, and it can quickly skew your judgment.

• How to use hypothetical gain/loss in watchlists | Charles Schwab

  Learn how to use the hypothetical gain or loss feature within custom watchlists to help guide your future investment decisions.

• Credit Spreads: Under the Radar, but Influential | Charles Schwab

  Corporate credit spreads, whether investment grade or high yield, can often hint at hiccups in the stock market and the economy. But they tend to keep a low profile.