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• Socially Responsible Mutual Funds | Charles Schwab

  Learn more about socially responsible mutual funds and how you can grow your portfolio while making a positive impact.

• 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.

• Tax-smart Strategies | Schwab

  Learn about tax-smart strategies, including when to use tax-advantaged vs. taxable accounts, how to manage taxes on investments, and how to time your retirement withdrawals.

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

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

• Deferred Income Annuities Overview | Charles Schwab

  Consider a Deferred Income Annuity if you want guaranteed income starting at a future date you set and lasting the rest of your life.

• Types of ETFs: Choosing ETFs for Your Portfolio | Charles Schwab | Charles Schwab

  Discover the many types of ETFs and learn which may be suited for your financial needs, goals, and portfolio diversification.

• Invest in Portfolio Solutions - Mutual Funds |Charles Schwab | Charles Schwab

  Choose a mutual fund portfolio solution -which are automatically rebalanced keeping you on track and saving you time.

• 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.

• Cash Features Program Disclosure Statement | Charles Schwab

  Summary of changes to Schwab's Cash Features Program. If you have any questions or need more information about the cash features described in this Disclosure Statement, please call us at 1-800-435-4000.

• 嘉信投資經紀: 華語服務 | Charles Schwab

  您可透過電話或個人親至分行讓華語財務顧問為您提供專業財務建議。