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• What Should Be on Your Wealth Management Watch List This Year? | Charles Schwab

  It's easy to overlook some of the financial-planning and wealth management decisions made years ago. What can be done to ensure every aspect of your portfolio is properly maintained?

• To Know What You Know | Charles Schwab

  In a great bit of irony, to truly know if you're good at something, you have to be good at it already.

• Learning Quest 529 College Savings Plan Payroll Direct Deposit Form | Charles Schwab

  Complete this form to start or change the allocation of your Payroll Deduction instructions on your existing Learning Quest 529 Plan Account(s).

• No Mean Feat: With Guests Albert Chen & Elizabeth Tipton | Charles Schwab

  Performances often rise and fall, but how and why do they usually regress to a mean?

• Tariffs Continue to Fuel Market Uncertainty | Charles Schwab

  The U.S. markets and economy are at the mercy of tariffs that are rewriting long-standing global trade policy. How can investors keep calm amid extraordinary volatility?

• Choiceology's Guide to Better Decisions | Charles Schwab

  What are some strategies that can help you mitigate cognitive biases and make better decisions?

• Getting Started with Options | Charles Schwab

  In this video, we explore buying long call options, the first of the four building blocks upon which all options trades are constructed.

• Is Confidence Eroding in U.S. Investability? (With Dario Perkins) | Charles Schwab

  Liz Ann Sonders and Dario Perkins of TS Lombard discuss the potential for a recession, the labor market, the Fed's next move, and more.

• Schwab 529 College Savings Plan Financial Professional Authorization | Charles Schwab

  Complete this form to designate or change a Financial Professional on your account.

• Schwab Global Account and Schwab One Brokerage Account Transfer Form | Charles Schwab

  Use this form to transfer securities and/or funds from another financial institution (e.g., brokerage, mutual fund company, bank, or insurance company) into your Schwab One Brokerage Account and your associated Schwab Global Account.