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• ETFs and Taxes: What You Need to Know | Charles Schwab

  ETFs can have different tax implications depending on how they're structured and how long you've held the ETF. Learn more about ETFs and taxes to help avoid unpleasant surprises....

• How Can You Save for College? | Charles Schwab

  What financial tools and strategies are available to those planning for college expenses?

• Too Much Cash? Tips for Reinvesting Money | Charles Schwab

  When it comes to long-term growth, cash isn't king. Learn why it might be worth the effort to reinvest your money through portfolio rebalancing....

• Why Women Need to Take Control of Their Finances | Charles Schwab

  We've come a long way baby, but not far enough. Here's how women can start to take greater financial control—and why it's important....

• Tariffs Continue to Fuel Market Uncertainty | Charles Schwab

  The U.S. markets and economy are at the mercy of tariffs that are rewriting long-standing global trade policy. How can investors keep calm amid extraordinary volatility?...

• Automatic Investment Plan Application | Charles Schwab

  Please complete this form, sign it, and return it to Schwab. You can either complete it online or print a copy and fill it out by hand.

• (Bonus) How Can Gratitude Improve Your Life? | Charles Schwab

  Host Mark Riepe, joined by his team and past guests of 2024, explores the impact of gratitude on our long-term perspective through personal stories and academic research....

• Are Annuities a Good Investment For Me? | Charles Schwab

  Are annuities a good investment? Factors like how long you live and what you value among others can help determine whether or not they're good investments....

• Personalized Approach - Wealth Management | Charles Schwab

  financial planning should be as unique as you are. Your Private Client Advisor will work closely with you to understand your needs and goals and create a personalized wealth management plan....

• How Does Retirement Planning Differ for Freelancers? | Charles Schwab

  What options do freelancers have to get the most benefit out of their retirement savings?