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• Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab

  The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.

• Why Women Need to Take Control of Their Finances | Charles Schwab

  We've come a long way baby, but not far enough. Here's how women can start to take greater financial control—and why it's important.

• Identity Theft Checklist | Charles Schwab

  If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.

• SEP IRA Employee Summary | Charles Schwab

  Complete all sections of this document in accordance with the elections you made on the Adoption Agreement. Retain the original completed copy for your records—this document should not be returned to Schwab.

• How to monitor positions | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabBusiness Continuity Financial Statement Accessibility Help Contact Us About Schwab Careers Investment Professionals' Compensation...

•  Value Stock Investments: Build a Durable Portfolio | Charles Schwab

  Value investing strategies can help investors build a portfolio of stocks that are trading below fair value. Learn fundamental metrics that can help investors identify value stocks.

• Managing Multiple Accounts in thinkorswim® Accounts | Charles Schwab

  When you're managing more than one account in thinkorswim®, efficiency makes a difference. Kiara Thomas from Schwab's Trade Desk has tips on how to do it.

• How to add and manage an authorized user | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabBusiness Continuity Financial Statement Accessibility Help Contact Us About Schwab Careers Investment Professionals' Compensation...

• Investing in Business Development Companies | Charles Schwab

  Business development companies are known for attractive yields—but are they worth the risks? Learn the reasons why BDCs should be approached with caution.

• Statement of Financial Condition | Charles Schwab

  Report of independent registered audit firm.