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• Buying a House? What to Know About Down Payments | Charles Schwab

  Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.

• How to go paperless | Charles Schwab

  Set paperless delivery preferences for your Schwab account to reduce paper consumption and give you more control over your account.

• Taking Risk in Moderation | Charles Schwab

  Should you avoid lower-rated investments like high-yield corporate bonds or bank loans? Not necessarily, but understand the risks.

• Consider This Before Buying Crypto Treasury Stocks | Charles Schwab

  Many investors are paying a premium for cryptocurrency exposure by buying crypto treasury stocks. Here are a few things to consider before buying.

• Pacific Odyssey® Advantage Variable Annuity | Charles Schwab

  Learn how the Pacific Odyssey® Advantage Variable Annuity can help you generate steady retirement income while you continue to invest your retirement savings.

• Schwab Estate Account Application | Charles Schwab

  A Schwab One Estate Account may be opened only if the estate is currently being probated under court supervision and a final decree of distribution has not been entered.

• Why You Need an Estate Plan | Charles Schwab

  If we leave unanswered questions about how to settle our affairs, life for those we love could be even more difficult. That’s why answering questions now—and formalizing them in an estate plan—is an important step that shouldn’t wait.

• Direct Indexing with Schwab Personalized Indexing | Charles Schwab

  Direct indexing offers a customizable approach to tax management and portfolio construction. Learn more about Schwab Personalized Indexing.

• How to place a walk limit order | Charles Schwab

  Place a walk limit order on Schwab.com to control your price limit over time on your options trades.

• Trading Education at Schwab | Charles Schwab

  Education is crucial, and Schwab's Lorraine Gavican-Kerr, managing director of trader education, knows traders can learn new skills, mechanics, and risk management strategies for trading.