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• Investment Advisory Products Employer Opt-Out Authorization Form | Charles Schwab

  Use this form if you do not want to include investment advisory products as an investment choice under your plan.

• Social Security: When to Start Drawing Benefits? | Charles Schwab

  Leverage the Social Security retirement age chart if you are not yet full retirement age to know when you should start drawing benefits.

• Micro Bitcoin and Ether Futures Offer Small Bites of Crypto | Charles Schwab

  At a fraction of the size of a standard futures contract, Micro Bitcoin and Ether futures can offer a more capital-efficient way for traders to gain bitcoin and ether exposure.

• U.S. Agency Bonds: What You Should Know | Charles Schwab

  U.S. agency bonds can offer slightly higher yields than Treasury bonds, without requiring investors bondholders to take on too much additional risk.

• Weekly Trader's Stock Market Outlook | Charles Schwab

  Read our weekly market review, complete with commentary on the previous week in the stock markets and our outlook for the upcoming week.

• Learning Quest 529 Plan Financial Professional Authorization Form | Charles Schwab

  Complete this form to designate or change a Financial Professional on your account.

• Option Traders: How Portfolio Margin Works | Charles Schwab

  Portfolio margin is available to qualified Schwab clients who have a margin account and meet the requirements. Learn more about what it is, how it works, and the risks involved.

• Why International and Why Now | Charles Schwab

  The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.

• Benefits of Tax-loss Harvesting | Charles Schwab

  With tax-loss harvesting, you can take advantage of market volatility to offset capital gains.

• Are Preferred Securities Still Attractive? | Charles Schwab

  The higher yields preferred securities currently offer can be a benefit for income-oriented investors, but those yields reflect the additional risks they face.