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Fixed-Rate Mortgage vs. ARM: How Do They Compare? | Charles Schwab
Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?...
Portfolio Margin vs. Regulation T Margin | Charles Schwab
Portfolio margin offers qualified individuals access to risk-based margin. Here's the difference between portfolio margin and Regulation T margin....
Revocable Living Trust vs. Will | Charles Schwab
Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges...
U.S. Agency Bonds: What You Should Know | Charles Schwab
U.S. agency bonds can offer slightly higher yields than Treasury bonds, without requiring investors bondholders to take on too much additional risk....
Wasmer Schroeder Actively Managed Strategies | Charles Schwab
With a wide range of actively managed strategies to choose from, Wasmer Schoeder Strategies offers fixed income investing that’s tailored to fit you....
How to Invest in REITs | Charles Schwab
A real estate investment trust (REIT) is a security that offers an opportunity to invest in real estate properties. Learn how to invest in REITs....
Small Business Retirement Plans | Charles Schwab
Looking for a retirement plan or business investing account? Schwab offers a range of small business solutions to help you manage your finances....
What Year-End Tax Strategies Should You Consider for 2024? | Charles Schwab
Mark Riepe highlights key updates to tax policy in 2024 and offers helpful year-end tax-planning moves....
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....