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• 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 Are Options Taxed? | Charles Schwab

  If you're new to options trading, you may be wondering how those trades are taxed. Here's a rundown of some potential tax pitfalls with options strategies.

• What Is an IPO Lockup Period? | Charles Schwab

  When a company goes public, inside investors can be restricted from selling ownership stakes during a "lockup period." Learn how lockup periods work.

• Asset Inventory Worksheet | Charles Schwab

  No matter what your situation, your first step toward getting your estate plan started is to assemble key pieces of information about your personal circumstances, assets, and debts....

• Strategies to Consider for Bitcoin ETF Options | Charles Schwab

  The launch of options on bitcoin ETFs may enable traders to hedge and speculate on the underlying ETF, as well as on the movements of the cryptocurrency itself.

• Investing Basics: Forex | Charles Schwab

  Learn how to speculate on foreign currency prices in the forex market and decide if you want to expand your investing to the largest financial market in the world.

• Satisfaction Guarantee | Charles Schwab

  The Satisfaction Guarantee for Schwab's participating Investment Advisory Services, part of our commitment to help you get the right guidance for your financial goals.

• Understanding the Gamma Squeeze | Charles Schwab

  Learn how a gamma squeeze combines retail call buying, a rally in the stock, and stock buying via market makers to hedge exposure, forcing the stock price up.

• mkt89014-00.pdf

  long. For the average person, investing early and consistently over a long time horizon has a better potential for success in the long run than trying to time the market. The time you first start thinking...• How long has the fund existed? Those with a longer life span allow you to judge their performance over both up and down market cycles and across different market environments. • How long has the...turnover ratio generally provides a good indicator of its tax efficiency. Turnover measures how long a fund holds the stocks it buys. The longer the holding period, the lower the turnover. Conversely...

• How to Buy Bonds: A 3-Step Guide | Charles Schwab

  Wondering how to buy bonds? The bonds you choose should align with your risk tolerance and goals. Discover what to consider before buying any bond.