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• ETFs and Taxes: What You Need to Know | Charles Schwab

  ETFs can have different tax implications depending on how they're structured and how long you've held the ETF. Learn more about ETFs and taxes to help avoid unpleasant surprises.

• Are Behavioral Biases Costing You Money? | Charles Schwab

  When it comes to money, sometimes it's difficult to make rational decisions. Discover how behavioral biases could be impeding your financial goals.

• Should You Lend Money to a Family Member? | Charles Schwab

  While there are pitfalls to lending a family member money, there can also be rewards. Just be sure to clearly set expectations and limits right from the start.

• Portfolio Margin: What You Need to Know | Charles Schwab

  There are several levels of margin trading available to traders who qualify. Here we'll discuss the basics of margin trading, including how portfolio margin works.

• How Well Do You Know Market Cap? | Charles Schwab

  Market cap is a key guidepost for anyone building a portfolio. Here's what to know.

• How Can You Think Like a Fund Manager? | Charles Schwab

  What lessons about portfolio management can we learn from two different types of fund managers?

• How to Protect Your Finances as You Age | Charles Schwab

  An unfortunate reality of aging is the natural decline in cognition. Here's how to help protect your finances.

• Why You Should Establish Trusted Contacts | Charles Schwab

  Learn how designating a trusted contact provides another layer of protection to help your financial institution keep your accounts safe.

• Bonds vs. Bond Funds: How Do you Choose? | Charles Schwab

  Not sure whether to choose bonds or bond funds? Learn the key factors to consider, including your investment goals, time horizon, and risk tolerance.

• What Declining Interest Rates Could Mean for You | Charles Schwab

  When the Federal Reserve lowers its key short-term interest rate, the impact isn't uniform across the financial universe.