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• Custodial Account Transfer Worksheet | Charles Schwab

  You and your beneficiary can use this worksheet as you go through the custodial account conversion process.

• Risk Management With Kathy Lien | Charles Schwab

  Child prodigy Kathy Lien has spent 20+ years trading, and now Dr. Indre Viskontas examines her trading approach in this episode of Inside the Mind of a Trader.

• TIPS and Inflation | Charles Schwab

  Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

• Muni Bonds: GO or Revenue? | Charles Schwab

  You're interested in municipal bonds, but are general obligation munis or revenue muni bonds better for you?

• The New Magnificent Seven? | Charles Schwab

  We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.

• Futures Markets | Charles Schwab

  Explore the wide variety futures markets available for trading, including futures indices and futures options.

• A Look at Hard vs. Soft Data | Charles Schwab

  Take a look at hard vs. soft data and learn why trends, for now, will likely remain murky and volatile in the near-term.

• Learning Quest Account Maintenance Form | Charles Schwab

  Use this form to update account information, such as a name or address.

• Take the Deal! With Guests Daniel Kahneman, Colin Camerer & Luis Green (Rebroadcast) | Charles Schwab

  Daniel Kahneman explains why risky propositions tend to look different when you’re already behind.

• Automatic Investment Plan Application | Charles Schwab

  Please complete this form, sign it, and return it to Schwab. You can either complete it online or print a copy and fill it out by hand.