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• Wealth Management | Sample Scenarios

  Explore how Schwab Wealth Advisory's wealth management professionals can help clients understand and optimize finances during retirement.

• Tax-Loss Harvesting | Charles Schwab

  Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it.

• Buying a Muni Below Par? Reasons to Think Twice | Charles Schwab

  Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

• Limitations and Conflicts | Charles Schwab

  Your brokerage relationship - material limitations and conflicts of interest.

• Celebrating 50 Years of Innovation | Charles Schwab

  Since its founding in 1973, Charles Schwab has helped pioneer market access, lower fees, financial literacy, and more. Here's an up-to-the-minute guide to our initiatives and offerings.

• What You Need to Know About Asset Allocation | Charles Schwab

  Liz Ann Sonders interviews Sebastien Page, chief investment officer at T. Rowe Price, about asset allocation and the state of the markets.

• 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.

• Trading the Trend | Charles Schwab

  Are there potential opportunities? It’s important to be educated when it comes to trading and consider risk of capital based on trader’s own risk tolerance and situation.

• Using Futures to Hedge Against Market Downturns | Charles Schwab

  Learn how futures contracts can help experienced traders and investors manage portfolio risk, including the use of a beta-weighted hedging strategy.

• Global Issues Abound: Should Investors Be Worried? | Charles Schwab

  There's no shortage of geopolitical concerns, but do they mean trouble for the U.S. and international markets? Where should investors look for opportunities?