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• The Schwab One® Custodial Account Info Sheet | Charles Schwab

  A custodial account allows you to open an account in a child’s name and manage it, typically until the child reaches age 18 or 21 and takes full control of the account (or can be up to age 25, depending on state laws).

• Monthly Stock Sector Outlook (2025) | Charles Schwab | Charles Schwab

  Our stock sector outlook is updated monthly and delivers expert insights into the 11 S&P equity sectors, for example Energy, Health Care and Industrials.

• Trustee vs. Beneficiary: 3 Ways to Reduce Conflict | Charles Schwab

  Conflicts between beneficiaries and trustees could lead to a legal battle. Learn three ways to help keep the peace when setting up a trust.

• What Happens When Interest Rates Rise? | Charles Schwab

  Why do bond prices fall when interest rates rise? Learn more about the effects interest rates and bond prices can have on a portfolio.

• What Is a Fiduciary? Duties and Risks | Charles Schwab

  Would-be estate executors and trustees are often unaware of their legal responsibilities. Find out what it means to be an estate fiduciary.

• Foreign Tax: Credit or Deduction? | Charles Schwab

  If you paid foreign taxes on overseas investments, you may be able to avoid a double hit by claiming a credit or deduction on your U.S. tax return. Learn more.

• Tax-Bracket Management Tips | Charles Schwab | Charles Schwab

  Strategically realizing or reducing income each year can help maximize after-tax returns—and potentially increase your wealth over time.

• Wall Street Jargon: 7 Market Cliches | Charles Schwab

  Many Wall Street trading terms and metaphors may sound charming. But a deeper dive into the language can help investors understand what's really going on.

• Online Security Checklist | Charles Schwab

  We consider your account security to be a partnership between you and Schwab.

• Promises: Tariffs Hit Markets | Charles Schwab

  The Trump Administration's plans to put tariffs on imports from Canada, Mexico, and China have the potential to dent economic growth, boost inflation, and raise uncertainty.