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• How Can You Steer Your Portfolio Through a Recession? | Charles Schwab

  What are some strategies that can help investors navigate a recession?

• Portfolio Management Checklist | Charles Schwab

  Checking in on your portfolio at least once a year can help you make sure your investments are helping you accomplish your goals. Here's a checklist to see how your portfolio stacks up....

• What is the Sunk Cost Fallacy and How Does It Work? | Charles Schwab

  The sunk cost fallacy is the irrational idea that you should keep investing in something just because you've already invested time or money in it. Learn more.

• Fixed-Rate Mortgage vs. ARM: How Do They Compare? | Charles Schwab

  Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?

• Special Needs Trusts: What to Know | Charles Schwab

  needs trusts can help protect vulnerable family members without affecting government benefits. Learn how estate owners can pass along financial support....

• Obstacle Illusions: With Guests Daniella McCahey & Tom Gilovich | Charles Schwab

  We're wired to interpret our challenges as bigger than our advantages, even if the reality is more balanced....

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• How to Short a Stock: Short Selling Review | Charles Schwab

  Want to know how to short a stock? Learn the basics and the risks that are involved with short selling before you decide to dive in....

• How to access statements on Schwab Mobile | Charles Schwab

  Checking Savings Home Loans & Rates Pledged Asset Line Credit CardsFinancial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We Compare

• How to create and manage a portfolio in Portfolio Checkup | Charles Schwab

  Checking Savings Home Loans & Rates Pledged Asset Line Credit CardsFinancial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We Compare