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• Investor Profile Questionnaire | Charles Schwab

  Your investing strategy should reflect the kind of investor you are—your personal investor profile.

• Tax-Smart Charitable Giving | Charles Schwab | Charles Schwab

  Achieve greater impact for the causes you care about by pursuing tax-efficient charitable giving strategies....

• The Benefits of Avoiding Probate | Charles Schwab

  Probate court can help ensure a fair distribution of your assets, but it has many drawbacks. Here's what you should know about avoiding probate....

• Self-Directed Investing | Charles Schwab

  Self-directed investing lets you trade securities on your own with total control. Invest with a self-directed brokerage account....

• SIMPLE IRA Employer Q&A | Charles Schwab

  Here are answers to some questions you may have about a SIMPLE IRA Plan.

• How to Choose an ETF – Guide to ETF Investing | Charles Schwab | Charles Schwab

  challenge without a background in finance. Schwab’s knowledge and expertise is your resource to help you find what you’re looking for....

• Stock Trading App for Mobile | Stock Trading Platform

  Schwab's stock trading app for mobile devices help you stay connected to the markets. Place trades, monitor stocks, and take a custom watch list wherever you go....

• What is a Robo Advisor | Charles Schwab

  Learn what Robo-Advisors are, and how they can put your money to work to help you meet your specific financial goals....

• How to Buy Gold to Diversify Your Portfolio | Charles Schwab

  Are you wondering how to buy gold or add gold investments to your portfolio? Learn about different alternatives and their pros and cons....

• Diversification | Charles Schwab

  Diversification is a common risk management strategy. Learn how you can diversify your portfolio by spreading your money between different types of investments within each asset class....