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• 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.

• Practice Trading Risk-Free with paperMoney® | Charles Schwab

  Fine-tune your trading skills with thinkorswim® paperMoney®. You can learn the nuances of the platform and try new strategies without risking real money.

• Experienced Team - Wealth Management | Charles Schwab

  Schwab's experienced wealth management team and your Financial Consultant help you to make informed decisions about your wealth. Call us to discuss your advice needs.

• Advisory Programs Referenced in our CRS-IA | Charles Schwab

  See our advisory programs that provide different services, investments, account minimums, and levels of monitoring.

• Trader Status & 475 Mark-to-Market | Charles Schwab

  Learn unique tax considerations that impact traders, including potentially qualifying for special taxes deductions under the Trader Status or making the 475 Mark-to-Market election.

• What Is the Debt Ceiling and Why Does It Matter? | Charles Schwab

  What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy.

• Yes, You Can Give Meaningfully on a Budget | Charles Schwab

  Feeling charitable but on a budget? Here are meaningful ways to support causes important to you and still stay within your means.

• How Do Tax Brackets Actually Work? | Charles Schwab

  We'll dispel some tax myths and explain how tax brackets actually work.

• Money Market Funds | Charles Schwab

  Make your cash go further with a Schwab money fund. Choose from Schwab’s suite of high-yield cash management solutions.

• 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.