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• Protective Indexed Annuity II | Charles Schwab

  Protective Indexed Annuity II can help you create a strategy to protect your assets.

• Schwab Equity Ratings International | Charles Schwab

  Schwab Equity Ratings International are assigned to approximately 4,000 stocks traded in approximately 25 to 30 foreign equity markets.

• Rebel With a Cause | Charles Schwab

  Can resistance to authority be leveraged for positive change?

• Portfolio Management | Charles Schwab

  Have you heard about money on the sideline? Wonder if there are stocks and markets that are trending? For some investors the major issue is position sizing.

• Charitable Remainder Trusts: What to Know | Charles Schwab

  Charitable remainder trusts can provide a tax break and income for life. Learn the different types, how they work, how to maximize them, and how they're taxed.

• Navigating the Markets: Tariffs and Trade | Charles Schwab

  Schwab’s chief strategists share their perspectives on the tariffs, trade and the markets.

• SIMPLE IRA Employee Q&A | Charles Schwab

  Here are answers to some questions you may have about the SIMPLE IRA.

• Potential Long-Term Benefits of Investing HSA Funds | Charles Schwab

  Health savings accounts (HSAs) are for more than just routine medical expenses. Learn how to potentially grow your savings tax-free by investing HSA funds.

• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.

• One More Risk for Your Portfolio: Financial Fraud | Charles Schwab

  Financial fraud often feels like something that only happens to someone else. But we all need to stay vigilant, recognize the latest scams, and take steps to protect our finances.