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• Can Small Caps Bounce Back? | Charles Schwab

  Small-cap stocks tend to offer greater growth potential than large-cap stocks. Discover how interest rates, inflation, and investor sentiment affect small caps.

• Moving in Together? Have the Money Talk First. | Charles Schwab

  Moving in with your romantic partner to save money? Here are three things to talk about before you share an address.

• Taxes 2024: 8 Things to Know Now | Charles Schwab

  With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2024 taxes.

• Too Much Cash? Tips for Reinvesting Money | Charles Schwab

  When it comes to long-term growth, cash isn't king. Learn why it might be worth the effort to reinvest your money through portfolio rebalancing.

• Municipal Bonds: Mid-Year Outlook [2025] | Charles Schwab

  What's next for municipal bonds in the second half of 2025? Here's what fixed income investors should know about the muni bond market.

• Should You Pay Off a Mortgage Before You Retire? | Charles Schwab

  Whether it makes financial sense to pay off your mortgage before you retire depends on your individual situation. Here are some things to consider.

• Rollover 401k to IRA | Merge Retirement Accounts | Charles Schwab

  Discover your 401k Rollover Options: transferring, tax advantages, fees, and more. Learn how to roll over your old 401k into an IRA to maximize your benefits.

• Floating-Rate Notes: 4 Key Considerations | Charles Schwab

  Investment-grade floating-rate notes prices tend to be more stable than their fixed-rate counterparts, so they may be worth considering during periods of volatility.

• 2025 Planning and Wealth Management Outlook | Charles Schwab

  Wondering what the wealth management outlook is for 2025? Discover how to stay on track to reach your financial goals with three themes to consider in 2025.

• The News, Scary Headlines, and Your Money | Charles Schwab

  Do scary headlines make you want to get out of the market? Consider this 3-step plan to help protect your money from the news and noise.