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• How Should Investors Respond to Higher Inflation? | Charles Schwab

  We're all worried about the effects of inflation on our long-term portfolios. Here's what to do about it.

• Passing Financial Values to the Next Generation | Charles Schwab

  Leaving a legacy is about more than just money. Consider these do's and don'ts for establishing a shared family value system that can span generations.

• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.

• Why You Need an Estate Plan | Charles Schwab

  If we leave unanswered questions about how to settle our affairs, life for those we love could be even more difficult. That’s why answering questions now—and formalizing them in an estate plan—is an important step that shouldn’t wait.

• 3 Nontraditional ETFs to Consider | Charles Schwab

  Some ETFs offer access to niche and speculative areas of the market. Read about active ETFs, cryptocurrency ETFs, and thematic ETFs.

• Leveraged and Inverse ETPs: Know the Risks | Charles Schwab

  Leveraged and inverse ETPs are uniquely risky financial instruments—and generally aren't suitable for most investors. Read about the risks that are involved.

• Are Annuities a Good Investment For Me? | Charles Schwab

  Are annuities a good investment? Factors like how long you live and what you value among others can help determine whether or not they're good investments.

• Introduction to thinkorswim® Web | Charles Schwab

  In this tutorial, we'll take a tour of the thinkorswim® web platform and show you how to get started.

• Guide on Taking Social Security: 62 vs. 67 vs. 70 | Charles Schwab

  Considering whether to take Social Security benefits at 62 vs. 67 vs. 70? Learn how claiming your Social Security will affect you at each age.

• How to use options chains on Schwab Mobile | Charles Schwab

  Learn how to use options chains to easily view option prices & place option trades on the Schwab Mobile app.