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• Leveraged and Inverse ETPs: Know the Risks | Charles Schwab

  Leveraged and inverse ETPs are uniquely risky financial instruments—and generally aren't suitable for most investors. Read about the risks that are involved.

• US vs International Returns | Charles Schwab

  International equities vs. U.S. equities: outperformance rotates over time.

• Schwab Stock Slices S&P 500 list | Charles Schwab

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• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• OTC (Over-the-Counter) Markets: Trading & Securities | Charles Schwab

  Dive into the world of OTC markets and securities to understand their role in the financial landscape. Explore the benefits and risks of trading OTC.

• Tariff Clouds Hover Over Stock Markets | Charles Schwab

  As tariffs proliferate, they bring new concerns for the economy, including inflation, supply chain interruption, and job losses. What do investors need to know?

• Grow Tax-Free Savings with Roth Conversions | Charles Schwab

  Converting a portion of your retirement savings into Roth assets can give you a flexible source of income and potentially help lower taxes over time.

• Trading Options During Earnings Season | Charles Schwab

  Trading a stock around earnings day can be difficult because of volatility risk. Learn more about the perils of trading during earnings season.

• 3 Strategies to Help Ease Your RMD Tax Burden | Charles Schwab

  Required minimum distributions (RMDs) from your retirement plan account can take a toll on your tax bill. Consider these strategies to help reduce the sting.