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• The Mystery of Chance: With Guests Andy Marocco & Tom Gilovich | Charles Schwab

  We're wired to search for order in the world. It's how we learn and construct meaning. But often we see patterns in mere happenstance.

• Tax Efficient Asset Location | Charles Schwab

  Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.

• Trading the Trend | Charles Schwab

  Are there potential opportunities? It’s important to be educated when it comes to trading and consider risk of capital based on trader’s own risk tolerance and situation.

• Managing Cash-Secured Puts | Charles Schwab

  Cash-secured puts may generate short-term income or enable purchase of desired stocks at a favorable price. Know what to do if it doesn't work out as planned.

• Income Too High for a Roth IRA? Try These Alternatives | Charles Schwab

  If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.

• Bull vs. Bear Markets: What Investors Should Know | Charles Schwab

  Learn how to identify market phases and how, as an investor, you should consider trading in bull markets versus bear markets.

• Trading Brilliantly at Schwab | Charles Schwab

  Pattern recognition and stress management are big components of trading. James Kostulias, Schwab's head of trading services, weighs in on areas traders may focus on.

• What Should You Do with Your Employee Stock? | Charles Schwab

  Whether it's stock options, restricted stock units, an employee stock purchase plan, or some other form of equity compensation, many companies offer this vital benefit to employees. But once you have it, what should you do with it?

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab

  Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.