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• How to add a trusted contact or a beneficiary | Charles Schwab

  Make sure we can reach you if needed, and make sure your wishes are known.

• What Are Options Collars? | Charles Schwab

  Downturns are natural in any market. Learn how options collars—combining a covered call and a protective put—can potentially help manage stock or ETF risk.

• Account Types with Schwab Intelligent Portfolios | Charles Schwab

  Unsure about which Schwab Intelligent Portfolios® account is appropriate for you? Consider your options.

• Trading and Social Media | Charles Schwab

  Social media is full of trading tips—but should you listen? Learn three ways you can incorporate social media as a trading resource.

• Financial Statements 101 | Charles Schwab

  Learn what's in financial statements and how investors use them to evaluate stocks.

• Open a Schwab IRA | Charles Schwab

  Open online or use this form to open an IRA, a SEP-IRA, or a SIMPLE IRA.

• Using Bond Ladders for Income | Charles Schwab

  Bond ladders can help investors earn current income and have the flexibility to reinvest in higher-yielding bonds if interest rates rise.

• Trading Options During Earnings Season | Charles Schwab

  Trading a stock around earnings day can be difficult because of volatility risk. Learn more about the perils of trading during earnings season.

• Fixed Income Investments | Charles Schwab

  Fixed income investments, such as individual bonds or bond mutual funds, offer a way to diversify a portfolio. Explore fixed income funds as an investment strategy.

• Schwab Intelligent Portfolios® Sweep Program | Charles Schwab

  The portfolios in the Schwab Intelligent Portfolios® program include a cash allocation, which differs depending on the investment strategy selected.