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• New Congress Faces Massive Policy Agenda | Charles Schwab

  Donald Trump and Republicans support sweeping changes that could affect the economy and investors. Narrow margins in Congress may complicate that agenda.

• 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?

• Digesting Netflix Before Housing, Sentiment Data | Charles Schwab

  Netflix exceeded earnings expectations late Thursday after major indexes posted fresh all-time highs. Housing starts and consumer sentiment data approach.

• Securities Alerts | Charles Schwab

  Set security alerts in your account to notify you of trading and investing opportunities.

• Fixed Income Mid-Year Outlook (2025) | Charles Schwab

  Volatility will likely continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt and economic uncertainty.

• 3 Ways to Transfer Your Business | Charles Schwab

  For business owners, retirement planning should include decisions about their company's future. Here are some business succession strategies to consider.

• Schwab One® Custodial Beneficiary Conversion Account Application | Charles Schwab

  Use this form to convert a Schwab brokerage account with Custodial (UGMA or UTMA) registration to a Schwab One brokerage account once you have reached the age at which your custodial relationship ends according to your state law.

• Tax-Planning Strategies to Consider Before Year-End | Charles Schwab

  From maximizing tax-advantaged savings accounts to donating to charity, you can still make strategic tax moves before year-end. Explore ways to help save on your 2024 taxes.

• Inflation, Deflation, and Stagflation Explained | Charles Schwab

  Inflation is a period of generally rising prices, and there are many ways that changing prices can impact investment portfolios.

• Schwab Stock Slices S&P 500 list | Charles Schwab

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