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• 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...

• 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.

• Charles Schwab | Charles Schwab

  Charles "Chuck" R. Schwab started the San Francisco–based The Charles Schwab Corporation in 1971 as a traditional brokerage company, and in 1974 became a pioneer in the discount brokerage business. Schwab took an early lead in the industry, offering a combination of low prices and fast, efficient order executions, and soon became the nation's largest discount broker. Today, the company is the nation's largest publicly traded investment services firm, with around $7.4 trillion in client assets. Often credited with "democratizing" investment, Schwab has driven countless innovations in the investment services industry designed to help individuals make the most of saving and investing, including 24/7 access to services, the one-stop mutual fund supermarket providing access to thousands of no-load, no-transaction-fee mutual funds, custodial services for independent registered investment advisors, online trading, and many others. Today, the company has expanded from its roots as a discount brokerage ...

• Behavioral Finance | Charles Schwab

  Discover how psychological influences and biases may affect your financial behavior.

• Travel Planning | Charles Schwab

  Learn tips for keeping costs low and managing your money while traveling.

• Retirement Planning for Empty Nesters | Charles Schwab

  After years of focusing on your kids, it's time to focus on yourself. Read more about planning for your next big milestone—retirement—as an empty nester.

• 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.

• Fixed Income Pricing - Fixed Income | Charles Schwab

  Access Schwab's low and straightforward pricing and choose from hundreds of no-load, no-transaction-fee bond mutual funds.

• 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.

• Why Are Munis Attractive Right Now? | Charles Schwab

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