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• Micro E-Mini Futures in Earnings Season | Charles Schwab

  Learn the basics of Micro E-mini futures and how they can potentially help retail traders and investors gain flexibility during earnings season.

• How to Store Estate Planning Documents | Charles Schwab

  Storing records in an accessible place like a safe deposit box is important. Here's a step-by-step checklist for keeping estate planning documents safe.

• IPO Investments: What You Need to Know | Charles Schwab

  Thinking about investing in an IPO? Review these IPO basics to find out how IPO investments work and important considerations when investing in IPOs.

• It's Hard to Be Humble | Charles Schwab

  We can't all be above average. So why, in certain situations, do we think we're so special?

• Become a Better Money Manager | Charles Schwab

  Here's a calendar of financial tips and tasks for the year, including important deadlines and changes.

• 6 Key Roles to Include in an Estate Plan | Charles Schwab

  Naming people you trust to fill important roles, including executor and power of attorney, is essential to an estate plan. Learn whom to include and why.

• Too Much Cash? Tips for Reinvesting Money | Charles Schwab

  When it comes to long-term growth, cash isn't king. Learn why it might be worth the effort to reinvest your money through portfolio rebalancing.

• Three Ways to Use Margin and Leverage | Charles Schwab

  Learn three ways investors and traders can maximize the use of margin while managing the risks of leverage in their investing strategies.

• Avoid the Emotional Investing Trap | Charles Schwab

  Far too often, investors focus on the current hot stocks or investment fads and take on more risk in their investment portfolio than is necessary to achieve their financial goals.

• Should Gig Workers Use a Roth IRA? | Charles Schwab

  Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.