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• What Are Index Funds? | Charles Schwab

  We discuss how index funds work, identify some indexes these funds track, and examine benefits and risks associated with index fund investing.

• Option Traders: How Portfolio Margin Works | Charles Schwab

  Portfolio margin is available to qualified Schwab clients who have a margin account and meet the requirements. Learn more about what it is, how it works, and the risks involved.

• 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.

• Shannon K. Sapp | Financial Consultant in CA | Charles Schwab

  Shannon K. Sapp is a Financial Consultant at Charles Schwab serving Upland, CA. Request an appointment or contact us today to speak with a financial consultant.

• Richard Rivera | Financial Consultant in MA | Charles Schwab

  Richard Rivera is a Financial Consultant at Charles Schwab serving Boston, MA. Request an appointment or contact us today to speak with a financial consultant.

• Linda Liu-Chan | Financial Consultant in WA | Charles Schwab

  Linda Liu-Chan is a Financial Consultant at Charles Schwab serving Seattle, WA. Request an appointment or contact us today to speak with a financial consultant.

• How You Spend It: With Guests Joshua Fields Millburn & Cassie Mogilner Holmes | Charles Schwab

  In the tradeoff between time and money, which choice usually leads to greater happiness?

• Is Confidence Eroding in U.S. Investability? (With Dario Perkins) | Charles Schwab

  Liz Ann Sonders and Dario Perkins of TS Lombard discuss the potential for a recession, the labor market, the Fed's next move, and more.

• What Should You Do with Your Employee Stock? | Charles Schwab

  Whether it's stock options, restricted stock units, an employee stock purchase plan, or some other form of equity compensation, many companies offer this vital benefit to employees. But once you have it, what should you do with it?

• Monthly Stock Sector Outlook (2025) | Charles Schwab | Charles Schwab

  Our stock sector outlook is updated monthly and delivers expert insights into the 11 S&P equity sectors, for example Energy, Health Care and Industrials.