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• Hayden Adams | Charles Schwab

  Hayden Adams, CPA, CFP, is Director of Tax and Wealth Management for the Schwab Center for Financial Research. He provides analysis and insights on topics including income tax planning, tax-efficient investing, asset allocation, and retirement withdrawal strategies for a range of Schwab clients and advisors.

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• Focus on Labor: The History & Importance of Employment Data | Charles Schwab

  Liz Ann Sonders and Kathy Jones explain why different employment metrics are vital to understanding the health of the economy.

• Socially Responsible Investing (SRI) | Charles Schwab

  What is socially responsible investing? Learn more about the investment approach that allows investors to align their investments with values & performance.

• Do Investing Pros Make Smart Buy and Sell Decisions? | Charles Schwab

  Alex Imas, professor of behavioral science and economics at Chicago Booth, visits to discuss new research into the effects of heuristic thinking on institutional investors' performance.

• Tax-Smart Ways to Gift Stock | Charles Schwab

  Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.

• The Simple Choice: With Guests Shlomo Benartzi & Eric Sink | Charles Schwab

  Making the beneficial choice the easiest choice can streamline decision-making. But be aware of exactly who's benefitting.

• Diversification 101: Lessons from My Air Jordans | Charles Schwab

  My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.

• Choosing Technical Indicators for Stock Trading | Charles Schwab

  Learn how to use technical indicators to build your own stock trading strategy.

• Tax Efficient Asset Location | Charles Schwab

  Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.