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• What Are Futures? | Charles Schwab Futures and Forex

  What are futures? Understand the different types, why trade futures, and comparing futures vs. stocks.

• Self-Directed Investing | Charles Schwab

  Self-directed investing lets you trade securities on your own with total control. Invest with a self-directed brokerage account.

• New Year's Financial Resolutions | Charles Schwab

  Here are 5 steps we encourage investors to consider taking to help boost their financial fitness. Learn about budgeting, debt management, and estate planning.

• 8-Step Guide to Saving for Multiple Financial Goals | Charles Schwab

  When you're juggling multiple financial goals, it can be overwhelming to try to figure out where to start and which to prioritize. Learn what to consider.

• Countdown for Gift and Estate Tax Exemptions | Charles Schwab

  Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.

• Should You Buy a Home? 5 Things to Do First | Charles Schwab

  Think you're ready to buy your first home? Do these five things before stepping into that first open house.

• How Well Do You Know Market Cap? | Charles Schwab

  Market cap is a key guidepost for anyone building a portfolio. Here's what to know.

• 5 Ideas to Help Your Parents Avoid Financial Fraud | Charles Schwab

  Frauds and scams can happen at any time. It's important to know the red flags and to talk to the elders in your life about how to help protect their assets.

• How Can You Think Like a Fund Manager? | Charles Schwab

  What lessons about portfolio management can we learn from two different types of fund managers?

• Using Futures for Capital Efficiency | Charles Schwab

  Learn how futures can help traders pursue their objectives while tying up less capital.