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• Top of Mind: With Guests John Farrell & Manasvini Singh | Charles Schwab

  Why do we weigh recent events so heavily? And how does this tendency impact important decisions, like whom to vote for or how to conduct medical procedures?

• A Cup of Knowledge: With Guests A.J. Jacobs & Steven Sloman | Charles Schwab

  Why do people think they understand things better than they actually do?

• Should You Stay Invested During a Market Downturn? | Charles Schwab

  Learn how diversifying your portfolio and having a long-term perspective could help you stay invested during a market downturn.

• Tax-Efficient Investing | Charles Schwab

  Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.

• Saving for Retirement: IRAs, 401(k)s, and More | Charles Schwab

  We break down which retirement accounts—IRAs or 401(k)s— may be right for you.

• How to Calculate Financing Rates on Forex Trades | Charles Schwab

  When a forex position is carried from one day to the next, the position is adjusted to reflect the interest rate differential between the currencies. Learn how forex rolling works.

• Ways to Manage Mega Cap Concentration | Charles Schwab

  When mega cap stocks are dominating the stock market, the case for thoughtful diversification shines.

• How to Plan Ahead for Taxes in Retirement | Charles Schwab

  Selecting tax-smart accounts may help your retirement savings last longer. Learn about tax-deferred accounts, Roth accounts, taxable accounts, and HSAs.

• A Holistic Approach: Do You Need a Wealth Advisor? | Charles Schwab

  Host Mark Riepe is joined by Senior Wealth Advisor Stephanie Shadel to explain holistic wealth management and the importance of understanding clients' personal histories and preferences.

• Limitations of Stock Indexes & How to Use Them | Charles Schwab

  How stock market indexes are calculated can skew their data. Learn about index limitations, using indexes effectively, and other tools that might help with investment decisions.