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• How to use auto-rollover when investing in Fixed Income | Charles Schwab

  Automatically reinvest the principal on your maturing CDs and U.S. Treasury securities in just a few clicks.Explore Fixed Income

• How to Avoid Capital Gains Tax on Home Sale | Charles Schwab

  Record-high home prices could mean outsized capital gains taxes on home sales. Learn how to manage your cost basis to keep your tax liability as low as possible....

• Stocks Plunge After Fed Outlook Disappoints | Charles Schwab

  U.S. stocks retreated as the Fed indicated it likely would lower rates only twice in 2025. The Dow dropped more than 1,000 points, and the S&P slid almost 3%. The Nasdaq lost 3.6%.

• Investing Basics: Futures | Charles Schwab

  Gain a better understanding of futures trading and learn about the risks and benefits of leverage.

• 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?

• Roth IRA Conversion: Is It Right for You? | Charles Schwab

  assets from a retirement plan into your Roth IRA. Learn whether a Roth conversion is right for you and how a conversion works....

• 8 Roles to Fill on a Family Wealth Management Team | Charles Schwab

  Abundant wealth can complicate your situation. Read how family wealth management specialists can help you manage your investments, taxes, estate, and more....

• Futures Contract | Charles Schwab Futures and Forex

  Explore the components of futures contracts, along with some basic concepts such as mark-to-market, hedging with futures, and futures roll.

• How to transfer securities between accounts | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We CompareMore choices. More ways to invest how you want. Explore ways to invest

• What Is Forex Trading and How Does It Work? | Charles Schwab

  Forex trading—foreign exchange trading—is the buying and selling of global currencies. Learn more about the risks, opportunities, and mechanics.