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• 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....

• 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....

• 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....

• 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....

• 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....

• Calm Before Storm: CPI, Bank Earnings Ahead | Charles Schwab

  Today offers little in terms of key data or earnings, but several large U.S. banks report early Tuesday and June consumer prices also bow then. Tariffs sent stocks lower last week....

• Shorting Stocks in Your Investment Strategy | Charles Schwab

  Short selling aims to provide protection or profit during a stock market downturn, but it can be risky and requires a margin account. Learn the mechanics of shorting a stock.

• 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....