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• Margin Calls: What You Can Expect | Charles Schwab

  Received your first margin call and not sure what to do? Learn how to respond and discover some helpful strategies that may help you manage your risk.

• How to Research Stocks | Charles Schwab

  This video points out four important areas of fundamental analysis that investors should consider when performing due diligence on a stock.

• How to Plan for Estate Tax Uncertainties | Charles Schwab

  It's important to protect your heirs from estate tax uncertainties. Explore three types of trust that may help guard against future estate tax changes.

• Fixed Deferred Annuities: Retirement Investment | Charles Schwab

  Get a competitive fixed rate of return and earn tax-deferred interest with fixed annuities. A low-risk way to grow your retirement savings.

• 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.

• Kids & Money: Making It Real in a Digital World | Charles Schwab

  With kids so comfortable online, parents have an opportunity to use the digital world to help teach their kids traditional money skills. Here's how.

• Does Market Timing Work? | Charles Schwab

  We ran the numbers on market timing. Our findings? There's a high cost to waiting for the best entry point. Learn why investing immediately pays off.

• New Year's Financial Resolutions | Charles Schwab

  Here are 5 steps we encourage investors to consider taking to help boost their financial fitness. Learn about budgeting, debt management, and estate planning.

• 8-Step Guide to Saving for Multiple Financial Goals | Charles Schwab

  When you're juggling multiple financial goals, it can be overwhelming to try to figure out where to start and which to prioritize. Learn what to consider.

• The Pros and Cons of Direct Indexing | Charles Schwab

  Direct indexing allows investors to customize for their individual needs and potentially higher after-tax returns. Discover more about this investment strategy.