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• Sector Index Funds and Concentration Risk | Charles Schwab

  In a market-cap weighted sector index fund, a few large stocks can dominate its performance. Consider the concentration risk of buying sector index funds.

• How Does the SEC Names Rule Work? | Charles Schwab

  The U.S. Securities and Exchange Commission (SEC) mandates that funds must invest 80% in the asset indicated by their name. Learn more about the SEC Names Rule.

• Socially Responsible Investing (SRI) | Charles Schwab

  What is socially responsible investing? Learn more about the investment approach that allows investors to align their investments with values & performance.

• TIPS and Inflation | Charles Schwab

  Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

• One More Risk for Your Portfolio: Financial Fraud | Charles Schwab

  Financial fraud often feels like something that only happens to someone else. But we all need to stay vigilant, recognize the latest scams, and take steps to protect our finances.

• What's Going On…With Inflation | Charles Schwab

  Inflation's trend has been favorable in 2025, but learn what might put upward pressure in prices later this year.

• How to File a Corrected 1099 | Charles Schwab

  Sometimes income from an investment is recharacterized from a tax perspective after it was distributed to you. Here's what happens next.

• Reducing RMDs With QCDs in 2025 | Charles Schwab

  A qualified charitable distribution (QCD) can satisfy required minimum distributions (RMDs) and philanthropic goals. Read more about the tax benefits of QCDs.

• What to Know About Catch-Up Contributions | Charles Schwab

  SECURE 2.0 requires higher earners to put their catch-up retirement savings in a Roth 401(k).

• Option Traders: How Portfolio Margin Works | Charles Schwab

  Portfolio margin is available to qualified Schwab clients who have a margin account and meet the requirements. Learn more about what it is, how it works, and the risks involved.