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• Trade execution quality | Charles Schwab

  Get an inside look at how Schwab’s order routing process seeks to obtain high-quality trade execution results....

• Education Savings Account (ESA) Application | Charles Schwab

  By signing this Application, you hereby adopt the Education Savings Account Plan that names Charles Schwab & Co., Inc. as custodian of this account, as further explained in the Charles Schwab & Co., Inc...

• Living in Retirement | Charles Schwab

  Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more...

• Roth IRA: What is a Roth IRA? | Charles Schwab

  Learn what a Roth IRA account is and how to open a Roth IRA with Schwab to take advantage of tax-free growth potential for earnings and contributions....

• Are Kids' Sports Costs Straining Your Budget? | Charles Schwab

  If the high cost of today's youth sports is putting a strain on your budget, here are some economical ways to keep your kids playing—and you cheering them on.

• Market Volatility | Charles Schwab

  Find guidance on how to respond to short-term volatility or longer market downturns.

• Stock Index Futures Tick Values | Charles Schwab

  Learn how index futures contracts use tick sizes and tick values to track how much positions gain or lose each day....

• Why You Should Establish Trusted Contacts | Charles Schwab

  Learn how designating a trusted contact provides another layer of protection to help your financial institution keep your accounts safe....

• Is a Private Family Foundation Right for You? | Charles Schwab

  A private family foundation can help further philanthropic goals. Find out how to start a private foundation or if you should consider a donor-advised fund....

• Beta Weighting a Portfolio for Futures | Charles Schwab

  Learn how beta weighting a portfolio can help you manage diverse investments including stocks, futures, and options, and how to calculate a futures hedge....