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• How Index Funds Could Beat Hedge Funds over Time | Charles Schwab

  Warren Buffett bet $1,000,000 that an index fund would perform better than hedge funds. See how an S&P 500® index fund stacked up against a hedge fund manager's selections.

• How to transfer an account to Schwab | Charles Schwab

  Learn to transfer an account to Schwab in just three simple steps. Transfer your stocks, mutual funds and more.

• Consolidate Accounts - Asset Transfer | Charles Schwab

  Learn about the benefits of transferring accounts from multiple firms to one. Simplify your finances with convenience, tax benefits and lower costs.

• Three Things to Know About the Wheel Strategy | Charles Schwab

  Three things to know about the options wheel strategy, which involves selling cash-secured puts and, if assigned, writing covered calls on the stock—then hopefully repeated.

• Limitations and Conflicts | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators Complimentary PlanMore choices. More ways to invest how you want. Explore ways to invest

• Business Development Companies (BDCs) | Charles Schwab

  What is a business development company? Explore BDCs, their investment strategies, and the advantages and disadvantages of investing in BDC stock.

• Schwab Intelligent Portfolios® Sweep Program | Charles Schwab

  The portfolios in the Schwab Intelligent Portfolios® program include a cash allocation, which differs depending on the investment strategy selected.

• Option Traders: How Portfolio Margin Works | Charles Schwab

  Portfolio margin is available to qualified Schwab clients who have a margin account and meet the requirements. Learn more about what it is, how it works, and the risks involved.

• A Moving Average: Simple vs. Exponential | Charles Schwab

  A moving average is a popular technical analysis study among traders. Learn how simple and exponential moving averages work.

• 2025 Mid-Year Outlook: U.S. Stocks and Economy | Charles Schwab

  Learn what's in store for the remainder of 2025 and the confluence of challenges that lie ahead in the mid-year outlook for U.S. stocks and economy.