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• Asset Allocation Mutual Funds | Charles Schwab

  Asset allocation mutual funds let you own a mix of equity and fixed income securities to achieve a goal such as income generation or capital appreciation.

• Mutual Fund Benefits - Diversification at Low Cost | Charles Schwab

  Learn about all the advantages, benefits and considerations of mutual funds.

• Equity mutual funds | Charles Schwab

  Learn about equity mutual funds at Schwab.

• How to create and manage a portfolio in Portfolio Checkup | Charles Schwab

  Create a target portfolio to assess your own portfolio's health in Portfolio Checkup.

• Personal Defined Benefit Plan: Charles Schwab: FAQs | Charles Schwab

  Is a Personal Defined Benefit Plan the right retirement solution for you and your small business? Find out the facts.

• What is an ETF (Exchange-Traded Fund)? | Charles Schwab

  Interested in ETFs? Get familiar with a variety of commonly asked ETF questions with answers from the investment experts at Charles Schwab.

• Schwab Wealth Advisory™ Disclosure Brochure | Charles Schwab

  This brochure provides information about the qualifications and business practices of Charles Schwab & Co., Inc. ("Schwab"). If you have any questions about the contents of this brochure, please contact us at the phone number above.

• Investment Professionals' Compensation | Charles Schwab

  How We Compensate Our Investment Professionals.

• Schwab Managed Portfolios Asset Allocation | Charles Schwab

  Compare Schwab's asset allocation strategies that are professionally managed, broadly diversified portfolios of low-cost ETFs or mutual funds.

• Insurance Coverage |Charles Schwab | Charles Schwab

  Give yourself peace of mind with Schwab insurance. Find out how you can protect your assets for you and your family. Learn about Life Insurance, Disability Insurance, Long-Term Care Insurance.