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• Investing Basics: ETFs | Charles Schwab

  Learn about the risks and potential rewards of exchange-traded funds, also known as ETFs.

• Find and Invest in Mutual Funds | Charles Schwab

  Find the right mutual funds for your portfolio. Schwab offers the tools to research, compare and invest in mutual funds all in one place.

• Market Snapshot | July 2025 | Charles Schwab

  Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

• Q1 Retail Earnings in Uncertain Year | Charles Schwab

  While Q1 retail earnings results are expected to be good, analysts will be watching for indications about tariff management for the rest of the year.

• Tax reporting and cost basis facts for stock plans.

  taxes already paid when determining your final cost basis. It is extremely important to understand how Schwab reports cost basis to the IRS and the adjustments to make when completing your tax return...12A Name(s) shown on return Social security numb r or taxpayer identification number Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from...aren’t required to report these transactions on Form 8949 (see instructions). You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions, complete...

• Bear Market: Now What? | Charles Schwab

  Bear markets can pose a challenge to your financial goals. Here are seven tips for dealing with down markets.

• Alternative Investments | Charles Schwab

  Learn about strategies that invest in non-traditional financial assets such as private equity, private credit, real estate, hedge funds, and exchange funds.

• Estate Planning at Any Age: Start Early | Charles Schwab

  Organizing your estate is a good exercise at any age—but the sooner the better. Learn the value of planning your estate early in your financial journey.

• Trust, Estate & Charitable Accounts | Charles Schwab

  Schwab can help with estate planning—whether it's consolidating assets, buying and selling securities, or managing cash flow to cover expenses and pay taxes.

• Risk Disclosure Statement for Forex | Charles Schwab

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