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• Investment Products – Blended Strategy | Charles Schwab

  Get the products that fit your investment strategy needs at Schwab. Choose from multiple types of investment options, including ETFs, money market funds, and more.

• Behavioral Finance | Charles Schwab

  Discover how psychological influences and biases may affect your financial behavior.

• Fundamental Analysis | Charles Schwab

  Examine economic and financial factors to estimate a security's value.

• How Do Robo-Advisors Work? | Charles Schwab

  Find out how a robo-advisor works and what it can do for you.

• Schwab Intelligent Portfolios Investing Insights | Charles Schwab

  Learn more about how automated investing can help you build and manage your portfolio

• Alternative Investments | Charles Schwab

  Learn about strategies that invest in non-traditional financial assets such as private equity, private credit, real estate, hedge funds, and exchange funds.

• What Is a Securities-Based Line of Credit? | Charles Schwab

  A securities-based line of credit allows you to borrow against the value of stocks and bonds in your nonretirement portfolio. Learn if a SBLOC is right for you.

• Selecting Investments - Fixed Income | Charles Schwab

  Learn how to decide which fixed income investment best fits your need. Explore the steps to help build your fixed income portfolio.

• How to update trusted contacts and beneficiaries | Charles Schwab

  Make sure we can reach you if needed, and make sure your wishes are known.

• Should You Pay Off Your Mortgage Before You Retire? | Charles Schwab

  If you are nearing retirement, does it make sense to pay off your mortgage in advance?