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• What Is Probate? Keeping Your Estate out of Court | Charles Schwab

  Probate can be a notoriously expensive and time-consuming process of settling your will after death. Learn four ways to avoid exposing your estate to probate.

• Monthly Stock Sector Outlook (2025) | Charles Schwab | Charles Schwab

  Our stock sector outlook is updated monthly and delivers expert insights into the 11 S&P equity sectors, for example Energy, Health Care and Industrials.

• Rate Cuts Begin, but It's the Message That Matters | Charles Schwab

  As the Fed begins cutting rates, it's important for investors to understand what data the Fed is watching and how that might be a guide to the pace and timing of future actions.

• How to Use a Total Return Approach | Charles Schwab

  In addition to dividends and interest, an entire portfolio—including cash balances and asset sales—can be used a source of funds in the total return approach.

• Debt Management | Charles Schwab

  Learn strategies to manage your debt, including setting up a budget, creating a savings plan, and how to use credit wisely.

• Diversification | Charles Schwab

  Diversification is a common risk management strategy. Learn how you can diversify your portfolio by spreading your money between different types of investments within each asset class.

• sls48482.pdf

  expense distribution per year up to the lesser of $1000 or the vested account balance minus $1000. 3 Traditional IRA: Withdrawals prior to age 59½ may be subject to a 10% federal tax penalty. This information...

• CD and Treasury Rollover Landing Page

  Introducing automatic rollovers from Schwab. Now you can reinvest the principle on your maturing CDs and U.S. Treasury securities automatically.

• Investors Riding the Waves in Unsteady Bond Market | Charles Schwab

  Fast-paced policy changes out of Washington are roiling the bond market, leading fixed income investors to wrestle with whether they should buy, hold, or sell.

• Asset Allocation | Charles Schwab

  Spreading your investments across different asset classes is a strategy for balancing risk and return in your portfolio. Learn how you can select a mix of stocks, bonds, and cash that aligns with your risk profile.