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• Real Estate Investment Trusts (REITs) | Charles Schwab

  What is a REIT? Real Estate Investment Trusts allow you to trade real estate in the form of securities, usually in one of two main REIT types.

• Identity Theft Checklist | Charles Schwab

  If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.

• SEP IRA Employee Summary | Charles Schwab

  Complete all sections of this document in accordance with the elections you made on the Adoption Agreement. Retain the original completed copy for your records—this document should not be returned to Schwab.

• Schwab Futures and Forex daily segregated requirements July 2025 | Charles Schwab

  Bank Offerings Checking Savings Home Loans & RatesFinancial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We Compare

• Buying a House? What to Know About Down Payments | Charles Schwab

  Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.

• Corporate Bonds: Mid-Year Outlook [2025] | Charles Schwab

  What’s next for investment-grade and high-yield corporate bonds in the second half of 2025? Here’s what fixed income investors should look out for.

• Congress Approves Massive Tax and Spending Bill | Charles Schwab

  Congress approved the "One Big Beautiful Bill" tax-and-spending plan. Here are some of the key provisions for investors and taxpayers.

• Family Loans: Lend It or Give It Away? | Charles Schwab

  Be sure you know what you're getting into before you agree to family loans. Learn whether to loan or give money to your family and under what circumstances.

• Schwab Burlington, MA Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Burlington, MA branch. Contact or visit us today.

• Schwab Lynnfield Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Lynnfield, MA branch. Contact or visit us today.