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• Access the World with Schwab Global Investing Services | Charles Schwab

  With more than 20 years of experience in global investing, Schwab offers the ability to invest in foreign markets, backed by service that hinges on education and deep expertise.

• OTC (Over-the-Counter) Markets: Trading & Securities | Charles Schwab

  Dive into the world of OTC markets and securities to understand their role in the financial landscape. Explore the benefits and risks of trading OTC.

• What to Know About Trading Futures Options | Charles Schwab

  When trading options, it's possible to trade futures as well as stocks. Learn the similarities and differences of trading options on futures versus stocks.

• Supplemental Trust Account Application for Entity Trustees | Charles Schwab

  Use this form for new account opening or updating an existing Schwab account.

• 2024 Tax Reference Guide | Charles Schwab

  This quick reference guide provides tax brackets and key deductions, credits, and retirement plan contribution limits for 2024.

• Coverdell Education Savings Accounts Guide | Charles Schwab

  Coverdell Education Savings Accounts (ESAs) can provide more flexible investing options compared to 529 plans. Discover the differences between ESAs and 529s.

• Introduction to thinkorswim® Mobile for iPhone | Charles Schwab

  Learn how to navigate and place trades on the thinkorswim® mobile app for iPhone.

• Tax Efficient Asset Location | Charles Schwab

  Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.

• Benefits of Emerging Markets Diversification | Charles Schwab

  Emerging market (EM) countries are often generalized as all the same and driven by commodity prices. The reality can be very different. Here's what you should know about EM stocks now.

• A Look at Hard vs. Soft Data | Charles Schwab

  Take a look at hard vs. soft data and learn why trends, for now, will likely remain murky and volatile in the near-term.