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• Tax Bill or Tax Refund? Find Out Why | Charles Schwab

  Did you get a tax refund or a tax bill when you filed? Learn why you got a refund or a bill, how to optimize your withholding, and prepare for next year.

• Futures Account | Charles Schwab Futures and Forex

  Learn how to get your futures account set up, trade on the industry-leading thinkorswim futures trading platforms, and access premium futures market insights.

• mkt89014-00.pdf

  # Page # CC267202 1 of 3 Spellcheck: Yes Color Seps: Yes Fold Dummy: No Round 2 Last Modified 11-10-2015 10:34 AM TE A M Studio Prev. Studio Nitsos, Kevin Pitalo, Michael S ET u p...# Page # CC267202 2 of 3 Spellcheck: Yes Color Seps: Yes Fold Dummy: No Round 2 Last Modified 11-10-2015 10:34 AM TE A M Studio Prev. Studio Nitsos, Kevin Pitalo, Michael S ET u p...Consider Expenses All else being equal, consider mutual funds with lower expenses. Fund expenses add up over time and can significantly impact an investor’s long-term returns. All mutual funds have...

• What is Thematic Investing? | Charles Schwab

  Thematic investments target ideas, personal values, or trends that don't fit squarely into existing industry classifications.

• What Is a Roth IRA? | Charles Schwab

  Roth IRAs are individual retirement accounts that you contribute to with after-tax dollars (income you’ve already paid taxes on). The potential benefit? Your savings can grow tax-free.

• What are Stock Sectors? 11 Stock Market Sectors Explained | Charles Schwab | Charles Schwab

  What are stock sectors? Learn about the 11 stock market sectors developed by the Global Industry Classification Standard (GICS) and how to consider using them.

• What's Ahead for China in 2025? | Charles Schwab

  Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.

• Onward Magazine: Winter 2024 Issue | Charles Schwab

  Schwab experts and wealth advisors share strategies on estate planning, tax, investing, trading, and more. Read the latest Onward, Schwab's quarterly magazine.

• Onward Magazine: Spring 2025 Issue | Charles Schwab

  Schwab experts and wealth advisors share strategies on estate planning, tax, investing, trading, and more. Read the latest Onward, Schwab's quarterly magazine.

• Onward Magazine: Summer 2025 IssueOnward Magazine: Summer 2025 Issue | Charles Schwab

  Schwab experts and wealth advisors share strategies on estate planning, tax, investing, trading, and more. Read the latest Onward, Schwab's quarterly magazine.