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• Investor Profile Questionnaire | Charles Schwab

  Your investing strategy should reflect the kind of investor you are—your personal investor profile.

•  Answers to Common Questions About Futures | Charles Schwab

  Learn about the basics of futures contract specifications, including notional value and tick size.

• How to sell a bond | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabIncome Tax-Efficient Investing Schwab Personal Trust Services Alternative Investments

• Schwab SEP IRA | Charles Schwab

  Learn how you could make the most out of your retirement savings with your SEP IRA.

• Form 1099-B: Cost Basis and Options Trading | Charles Schwab

  At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.

• 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?

• Retirement Asset Allocation Tips | Charles Schwab

  How should you determine your retirement asset allocation? Discover how to choose the right mix of investments to help you reach your retirement goals.

• Sector Rotation: How the Economy Affects Stocks | Charles Schwab

  At certain points of the economic cycle, different sectors outperform. Learn more about how this may help you search for potential investment candidates.

• Consolidate Accounts - Asset Transfer | Charles Schwab

  Learn about the benefits of transferring accounts from multiple firms to one. Simplify your finances with convenience, tax benefits and lower costs.

• Are Behavioral Biases Costing You Money? | Charles Schwab

  When it comes to money, sometimes it's difficult to make rational decisions. Discover how behavioral biases could be impeding your financial goals.