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• Investing During Stock Market Highs | Charles Schwab

  Watch to learn how to invest when the stock market is at all-time highs.

• 6 Ways to Save Money When Traveling Abroad | Charles Schwab

  Don't let unnecessary expenses eat into your vacation budget.

• Small Business | Charles Schwab

  Understand how to choose which retirement plan fits your business, and money management tips for side gigs and freelance work....

• Index funds & ETFs: Investing in Index Funds | Charles Schwab

  Discover the advantages of index funds and how to invest in low-cost market cap index mutual funds and index ETFs with no minimums....

• When Can Direct Indexing Make Sense for Your Portfolio? | Charles Schwab

  How does direct indexing work?

• Separately Managed Accounts | Charles Schwab

  Learn about Schwab's offer of separately managed accounts to get the diversification and specialization that is right for you.

• Durable Power of Attorney For All States Except New York and Pennsylvania

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• Tax Bill or Tax Refund? Find Out Why | Charles Schwab

  Did you get a tax refund or a tax bill when you filed? Learn why you got a refund or a bill, how to optimize your withholding, and prepare for next year....

• Understanding the Wash Sale Rule | Charles Schwab

  Not sure if you made any wash sales last year? Watch to learn about wash sales and how to report them....

• Debt Management | Charles Schwab

  Learn strategies to manage your debt, including setting up a budget, creating a savings plan, and how to use credit wisely....