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• How to 'Summer-ize' Your Portfolio, Budget, & Life | Charles Schwab

  Summer markets can pose unique twists but also opportunities. Here are some investor need-to-knows before you head off for vacation.

• Trailing Stop Orders on thinkorswim® Desktop | Charles Schwab

  In this video, we'll demonstrate how to create trailing stop and trailing stop limit orders on the thinkorswim® desktop platform.

• 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.

• When Do You Need Umbrella Insurance? | Charles Schwab

  Umbrella insurance can help you fill gaps in insurance coverage that can expose you to costly liabilities. Learn if umbrella insurance is right for you.

• Tax Bill or Tax Refund? Find Out Why | Charles Schwab

  Did you get a tax refund or a tax bill when you filed? Learn why you got a refund or a bill, how to optimize your withholding, and prepare for next year.

• Understanding the Wash Sale Rule | Charles Schwab

  Not sure if you made any wash sales last year? Watch to learn about wash sales and how to report them.

• What are Employee Stock Purchase Plans (ESPPs)? | Charles Schwab

  Learn about Employee Stock Purchase Plans (ESPPs), including how to enroll and participate, and tax implications.

• Stay the Course When Markets Turn Turbulent | Charles Schwab

  Having a long-term strategic asset allocation plan and sticking to that plan through periods of market volatility are among the keys to long-term investment success.

• Market Volatility | Charles Schwab

  Find guidance on how to respond to short-term volatility or longer market downturns.

• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.