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• How to update trusted contacts and beneficiaries | Charles Schwab

  Make sure we can reach you if needed, and make sure your wishes are known.

• Preferred Securities: Balancing Yield with Risk | Charles Schwab

  Preferred securities' yields may be appealing, but they almost always come with additional risks.

• How to Navigate OTC Trading | Charles Schwab

  OTC Trading (over-the-counter trading), where stocks trade outside of centralized exchanges, can seem like a good opportunity. But you must understand the risks.

• How a Dividend Reinvestment Plan Works | Charles Schwab

  A Dividend Reinvestment Plan, or DRIP, is the process of automatically reinvesting dividends into additional whole and fractional shares of a company's stock.

• How Can You Save for College? | Charles Schwab

  What financial tools and strategies are available to those planning for college expenses?

• How to Start a Scholarship Fund | Charles Schwab

  Setting up a scholarship can perpetuate your family's values and support generations of learners. Answer these four key questions to help you get started.

• How to Pay Off Student Loans | Charles Schwab

  Wondering how to pay off student loans? Here are some tips to consider that can potentially help you reduce or eliminate your student loan debt....

• How To Evaluate Dividend Stocks | Charles Schwab

  Don't be blinded by a dividend's yield. We'll show you other metrics you might use to evaluate income stocks.

• Asset Allocation | Charles Schwab

  Spreading your investments across different asset classes is a strategy for balancing risk and return in your portfolio. Learn how you can select a mix of stocks, bonds, and cash that aligns with your risk...

• How to sell a bond | Charles Schwab

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