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• Brokered CDs vs. Bank CDs | Charles Schwab

  Brokered CDs vs. bank CDs: how do they compare? Discover the potential benefits and risks of brokered CDs and how they differ from bank-issued CDs.

• What are stock options? Learn about NQSOs and ISOs | Charles Schwab

  Learn about stock options, NQSOs and ISOs, including what they are, how they're taxed, and how to sell your shares.

• How to Plan Ahead for Taxes in Retirement | Charles Schwab

  Selecting tax-smart accounts may help your retirement savings last longer. Learn about tax-deferred accounts, Roth accounts, taxable accounts, and HSAs.

• Personal Trust Services & Management | Charles Schwab

  Charles Schwab Trust Company is committed to providing dedicated, ongoing personal trust management and administration that upholds your wishes for the future.

• Why Are Munis Attractive Right Now? | Charles Schwab

  Tariffs change directions again, and Cooper Howard discusses the appeal of municipal bonds.

• Trust, Estate & Charitable Accounts | Charles Schwab

  Schwab can help with estate planning—whether it's consolidating assets, buying and selling securities, or managing cash flow to cover expenses and pay taxes.

• Advisory Programs Referenced in our CRS-IA | Charles Schwab

  See our advisory programs that provide different services, investments, account minimums, and levels of monitoring.

• Trading Platform Innovation at Schwab | Charles Schwab

  Schwab Trading Powered by Ameritrade™ embraces innovation to maintain a world-class trading experience. Schwab's Chesley Spencer helps make that happen.

• Wasmer Schroeder Bond Ladder Strategies | Charles Schwab

  Wasmer Schroeder Strategies offers both taxable and tax-exempt bond ladder strategies designed to help minimize interest rate volatility.

• mkt89014-00.pdf

  The time you first start thinking about your next mutual fund purchase is the time to act. understand the Role of Your Fund What are you looking for in a fund? Total return? Income? Do you want to simply...area of the market, or are you willing to take some risk in exchange for the potential of higher returns? Will the prospect of a decline in the value of your portfolio cause you to lose sleep at night...determine the kinds of funds you consider. If you simply want to match market performance, index funds may meet your needs; if you seek to outperform the broader market, you will likely be looking at actively...