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• Investment Adviser Code of Ethics | Charles Schwab

  Learn more about the Investment Advisor Compliance Program Code of Ethics at Schwab.

• Schwab Wealth Advisory™ Disclosure Brochure | Charles Schwab

  This brochure provides information about the qualifications and business practices of Charles Schwab & Co., Inc. ("Schwab"). If you have any questions about the contents of this brochure, please contact us at the phone number above.

• Types of mutual funds | Charles Schwab

  Learn about the types of mutual funds to choose from and how to choose.

• Personal Defined Benefit Plan: Charles Schwab: FAQs | Charles Schwab

  Is a Personal Defined Benefit Plan the right retirement solution for you and your small business? Find out the facts.

• Spending in Retirement: Beyond the 4% Rule | Charles Schwab

  The 4% rule is a common rule of thumb to determine your ideal spending percentage in retirement. Explore personalized retirement spending beyond the 4% rule.

• Fiduciary Acknowledgment Disclosure | Charles Schwab

  Specific ERISA considerations for Retirement Investors and Retirement Accounts

• How to check my positions | Charles Schwab

  Quickly see the value of your holdings, any gains or losses, and make decisions about reinvesting dividends.

• How to Start Investing on Your Own | Charles Schwab

  Investing can seem overwhelming. But you can begin by following these simple steps. Find out more from Schwab.

• Estate Planning Attorney | Charles Schwab

  Get tips on how to find an experienced estate planning attorney, the right questions to ask, and how to prepare ahead of time.

• Plan and Invest with a Professional Advisor | Charles Schwab

  Your Schwab Financial Consultant will help you understand where your money is invested, how your investments perform and offer guidance based on your needs.