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• Innovative Platforms & Tools | Charles Schwab

  We are committed to providing a best-in-class trading experience with ongoing enhancements to our platforms and tools....

• Selecting Investments - Fixed Income | Charles Schwab

  Learn how to decide which fixed income investment best fits your need. Explore the steps to help build your fixed income portfolio....

• 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....

• Margin Requirements & Interest Rates | Charles Schwab | Charles Schwab

  Margin loans can be more cost-effective than lending options like credit cards, but they follow specific rules. Explore Schwab’s margin rates and requirements....

• Build a Mutual Fund Portfolio - Personalized Portfolio | Charles Schwab

  Find the funds that best complement your portfolio or create a personalized portfolio of mutual funds with our Personalized Portfolio builder tool....

• How Can You Make the Most of Your IRA Nest Egg? | Charles Schwab

  What's the best way to shift your mindset when it's time to withdraw from your IRA?

• Web Browsers and Operating Systems | Charles Schwab

  Schwab websites work best using one of the listed web browser and operating systems configurations on this page....

• Schwab Personal Trust Services Checklist | Charles Schwab

  as your trustee, please review the following requirements and then continue with the checklist that best suits your current situation....

• IRA Rules: 8 Things You Need to Know | Charles Schwab

  about different IRA rules can help you make better decisions about which type of retirement account best suits your situation....

• Dollar-Cost Averaging vs. Lump-Sum Investing | Charles Schwab

  Is dollar-cost averaging better than lump-sum investing? Find out which approach may be best and could be worth considering....