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• How to Read Stock Charts and Trading Patterns | Charles Schwab

  Learn how to read stock charts and analyze trading chart patterns, including spotting trends, identifying support and resistance, and recognizing market reversals and breakout patterns....

• Sector Rotation: How the Economy Affects Stocks | Charles Schwab

  At certain points of the economic cycle, different sectors outperform. Learn more about how this may help you search for potential investment candidates....

• How Can Vertical Spreads Help Your Strategy? | Charles Schwab

  Vertical spreads could change your risk profile and margin requirements. Find out how vertical spreads can impact a margin-approved traders' options strategy....

• The Tax-Planning Life Cycle | Charles Schwab

  Certain tax topics can have an impact on your after-tax wealth. Learn about the tax-planning life cycle and how taxes can affect every stage of your investing journey....

• Finding the Right Plan for Retirement | Charles Schwab

  Planning for retirement is an overlooked but important activity. Learn more about retirement planning....

• Learning Quest 529 College Savings Plan Payroll Direct Deposit Form | Charles Schwab

  or change the allocation of your Payroll Deduction instructions on your existing Learning Quest 529 Plan Account(s)....

• Tax and Estate Planning | Sample Scenarios

  See how Schwab Wealth Advisory helps clients achieve success with tax and estate planning.

• Estate Planning | Charles Schwab

  Make your wishes known with a clear estate plan.

• Jodi's Story: How Can You Find a New Career Later in Life? | Charles Schwab

  How one woman changed careers—and found a path that fit with her values.

• 457(b) vs. 403(b) Retirement Plans | Charles Schwab

  Learn about the differences between 457(b) vs. 403(b) and how you might be eligible for this retirement account if you work for public service or the government....