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• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.

• Should You Roll Over Your Retirement Account? | Charles Schwab

  What options do you have when leaving a job where you hold an employer-sponsored retirement account?

• Financial Decoder | Charles Schwab

  Host Mark Riepe talks with Schwab experts to decode the cognitive and emotional biases that might cloud your judgment and impact your financial decisions.

• If Only ...: With Guests Stirling Hart & Colin Camerer | Charles Schwab

  You wouldn't be human if you didn't have at least some regrets. The trick is knowing when (and how) to let things go—and when to use regret productively.

• China Enters the AI Chat (With Louis-Vincent Gave) | Charles Schwab

  Louis-Vincent Gave of Gavekal Research joins Liz Ann Sonders for a discussion on what was so unique about 2024—and China's role in the AI industry.

• In the Face of Risk: With Guests Jeff Elison & Ido Erev | Charles Schwab

  The way we perceive the probability of rare events often changes as we acquire direct experience—but are the new perceptions more accurate?

• Mesmerized: With Guests Mara Rockliff & John List | Charles Schwab

  Why is it so difficult to separate correlation from causation?

• How Do You Save for Vacations & Travel? | Charles Schwab

  Mark Riepe and Cindy Scott discuss how financial planning can help you save for short-term goals like travel and vacations without adding risk to your long-term financial future.

• Uncertainty Around Future Policy | Charles Schwab

  Uncertainty around future economic policies could translate to wait-and-see mode for many business leaders, the markets, and the Fed.

• Foreign Tax: Credit or Deduction? | Charles Schwab

  If you paid foreign taxes on overseas investments, you may be able to avoid a double hit by claiming a credit or deduction on your U.S. tax return. Learn more.