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• Investing in Long- or Short-Term Rentals | Charles Schwab

  Deciding whether to list your home or investment property as a long- or a short-term rental? Find out what to consider.

• Should You Consider an Adjustable-Rate Mortgage? | Charles Schwab

  Adjustable-rate mortgages are on the rise—but are they right for you?

• What Is a Bear Market & How to Invest in It | Charles Schwab

  What is a bear market? How should I invest in it? Discover the basics of bear markets, their history, and how investors can approach them.

• What is restricted stock? RSUs and RSAs | Charles Schwab

  Learn about restricted stock units (RSUs) and awards (RSAs), including what they are, how they're taxed, and how to sell your shares.

• Tax Deductions & Tips | Charles Schwab

  Learn the two main tax deduction types, how tax deductions work, and how they may or may not apply to you and your taxes.

• How Can You Get Started with an IRA? | Charles Schwab

  What are some of the incentives for younger investors to start saving for retirement?

• mkt89014-00.pdf

  commission that compensates an intermediary for his or her time and expertise. Loads come in different forms: The most common are front-end loads, which are charged at the time of purchase and immediately...assuming the same annualized return, would grow to roughly $79,000 over the same period—a difference of $18,000. Don’t Chase performance The caveat “past performance is not indicative of future...life span allow you to judge their performance over both up and down market cycles and across different market environments. • How long has the current manager or management team been in place? Long-term...

• 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.

• Paying for College | Charles Schwab

  If you’re paying for college, tap into all potential funding sources: college savings accounts, scholarships, and financial aid; and see how aid requests are evaluated.

• The Secure 2.0 Act and Charitable Gift Annuity | Charles Schwab | Charles Schwab

  Charitable gift annuities are in the philanthropy spotlight thanks to the SECURE 2.0 Act. Schwab wealth expert Susan Hirshman explains how they work.