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• Tax and Estate Planning | Sample Scenarios

  See how Schwab Wealth Advisory helps clients achieve success with tax and estate planning.

• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.Read PDF: How to place options trade

• Limit Orders, Stop Orders, & Market Orders | Charles Schwab

  Limit orders, market orders, and stop orders are common order types used to buy or sell stocks and ETFs. Learn about the risks and advantages of each.

• 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.

• How to place a walk limit order | Charles Schwab

  Place a walk limit order on Schwab.com to control your price limit over time on your options trades.

• Wealth Management & Investment Services | Charles Schwab

  Use Schwab's personal wealth management and investment services to help you manage your wealth, pursue your financial goals, and transfer your estate to future generations.

• Chuck Schwab on Life & Golf | Charles Schwab

  The founder of the Charles Schwab Corporation discusses his passion for golf and how it parallels life lessons.

• Margin Requirements & Interest Rates | Charles Schwab | Charles Schwab

  Margin loans can be more cost-effective than lending options like credit cards, but they follow specific rules. Explore Schwab’s margin rates and requirements.

• Retirement Planning by the Decade: A Savings Guide | Charles Schwab

  Retirement planning looks different depending on the season of life you're in. Discover how to approach your most important savings goal—one decade at a time.

• Election 2024 Reset: What’s Next? | Charles Schwab

  In a matter of minutes, the 2024 presidential race changed dramatically, generating lots of speculation and questions. So what are the facts, the next steps, and the timeline?