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• Fixed Indexed Annuities in Your Portfolio | Charles Schwab

  A fixed indexed annuity can offer those in or near retirement a balance of security and potential growth. Learn about what they are and how they work....

• Keeping Track of Your Portfolio's Performance | Charles Schwab

  The S&P 500® Index may be the most familiar but considering other indices can offer a clearer picture of how different asset classes are performing....

• CD or Treasury? Five Factors to Consider | Charles Schwab

  Certificates of deposit (CDs) and Treasuries both can offer steady, predictable investment income—but how to decide between them? Here are five factors to help you choose....

• Restricted Stock Services | Charles Schwab

  Explore how Charles Schwab is uniquely positioned to offer our restricted stock clients a wide variety of service options and benefits....

• Depreciation Recapture and Rental Property Taxes | Charles Schwab

  Depreciation on income property can offer a tax break—until you sell the asset. Learn how depreciation recapture works and ways to help manage it....

• Schwab Managed Portfolios - Portfolio Diversification | Charles Schwab

  Schwab offers professionally managed, broadly diversified portfolios of low-cost ETFs or mutual funds. Compare our model portfolios to learn more....

• Futures | Charles Schwab Futures and Forex

  Whether you're new to futures or a seasoned pro, Schwab offers you the specialized tools, education, and support to trade futures with confidence....

• Costly 529 College-Saving Mistakes | Charles Schwab

  A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid. We also discuss rules for 529-Roth conversions....

• Charles Schwab Cup Championship | Schwab Golf

  Charles Schwab offers a wide range of investment advice, products and services, including brokerage and retirement accounts, ETFs, online trading and more....

• Registered Index-Linked Annuities | Charles Schwab

  index-linked annuity with no annual fees gives you the opportunity for equity-like earnings while offering a level of protection in market downturns....