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• Asset Classes: Stocks, Bonds, and Commodities | Charles Schwab

  Learn about different asset classes (stocks, bonds, commodities, and more) and the unique role each plays in a diversified portfolio.

• Fixed-Rate Mortgage vs. ARM: How Do They Compare? | Charles Schwab

  Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?

• Custodial Account Beneficiary Distribution Form | Charles Schwab

  Use this form to withdraw all assets from this custodial account and close the account once you have reached the age at which your custodial relationship ends according to your state law.

• Investing Basics: Technical Analysis | Charles Schwab

  Looking to understand how to read stock charts? Start learning the basics of using charts, identifying trends, applying price patterns, and using charting indicators.

• Investing During Stock Market Highs | Charles Schwab

  Watch to learn how to invest when the stock market is at all-time highs.

• Special Needs Trusts: What to Know | Charles Schwab

  Special needs trusts can help protect vulnerable family members without affecting government benefits. Learn how estate owners can pass along financial support.

• M&A Still on Hold Amid Policy Uncertainty | Charles Schwab

  Mergers and acquisitions were expected to roar back in 2025 thanks to the new administration, but uncertainty around policy may be holding back new deals.

• The Charles Schwab & Co. Guide to Margin | Charles Schwab

  Margin is a tool that can be used to potentially generate greater returns, execute investment strategies, and serve as a source of flexible low cost borrowing for other lending needs.

• When You Start Saving for Retirement Matters | Charles Schwab

  When you start saving for retirement is a key factor in meeting your retirement goals. Discover how you can best prepare for the future, at any age.

• Trading Futures on thinkorswim® mobile (iPhone) | Charles Schwab

  Learn how to trade futures on the thinkorswim® mobile app.