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• What's an ETF and How Do ETFs Work? | Charles Schwab

  Wondering what's an ETF and how do ETFs work? Learn how income-producing ETFs can potentially help contribute to retirement income and your financial goals.

• Fixed Indexed Annuities in Your Portfolio | Charles Schwab

  A fixed indexed annuity can offer those in or near retirement a balance of security and potential growth. Learn about what they are and how they work.

• Schwab's Thematic Research Approach | Charles Schwab

  An innovative way to invest in our fast-changing world

• Charitable Donations: The Basics of Giving | Charles Schwab

  Donating to eligible charities can help lower your taxes, but how you donate can make a big difference, both for you and the charities you support.

• What Should Be on Your Wealth Management Watch List This Year? | Charles Schwab

  It's easy to overlook some of the financial-planning and wealth management decisions made years ago. What can be done to ensure every aspect of your portfolio is properly maintained?

• Retiring Early: Can You Afford It? | Charles Schwab

  Facing an unexpected early retirement? Here’s how to figure out how your budget and savings would be affected.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• (Bonus) Do Super Bowl Wins Diminish in Value? | Charles Schwab

  In this short bonus episode from Financial Decoder, host Mark Riepe connects the Super Bowl LVIII matchup to the concept of economic utility.

• Jumping to Conclusions: With Guests David Silbey & Ned Augenblick | Charles Schwab

  Why do people tend to over-respond to weak signals and under-respond to strong ones?

• Fixed Income Funds: Income and Diversification | Charles Schwab

  If you're considering fixed income investments to diversify your portfolio and get a steady income stream, you might want to consider fixed income mutual funds.