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• Personalized Approach - Wealth Management | Charles Schwab

  Your financial planning should be as unique as you are. Your Private Client Advisor will work closely with you to understand your needs and goals and create a personalized wealth management plan.

• Use Support and Resistance to Read Stock Charts | Charles Schwab

  Learn what causes support and resistance levels and how you can use these levels in your trading.

• Schwab Individual 401(k) | Charles Schwab

  Learn how you could make substantial contributions toward your retirement with an Individual 401(k) plan....

• Out-of-the-Money and In-the-Money Verticals | Charles Schwab

  differences of an out-of-the-money (OTM) put vertical and an in-the-money (ITM) call vertical spread, plus how to use them....

• Fundamental Analysis Basics | Charles Schwab

  Fundamental analysis can help traders know when to buy or sell. Learn how the Company Profile tool on thinkorswim® can help drill down fundamental analysis....

• Will the United States Dollar Be Dethroned? | Charles Schwab

  Curious how the United States dollar is doing? Despite the trend toward currency diversification in global trade, we don't see the U.S. dollar losing dominance....

• Estate Planning for Unmarried Couples | Charles Schwab

  More people are opting to live with their significant other without tying the knot. Learn how unwed partners can achieve the same legal protections as spouses....

• Fractional Shares | Invest in Stock Slices | Charles Schwab

  Schwab Stock Slices™ is an easy way to buy fractional shares for a set dollar cost. You can buy shares from up to ten S&P 500® companies for $5 each.

• Year-End Tax Trading: Wash Sales and More | Charles Schwab

  Traders should know how wash sales, constructive sales, short positions, and Section 1256 contracts could impact their taxes....

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks....