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• Gifting Appreciated Stock to Kids | Charles Schwab

  Can you gift stocks to your children or grandchildren and potentially avoid capital gains? Learn more about the considerations to make when gifting stock to kids.

• What is a Micro E-Mini Future? | Charles Schwab

  Micro E-mini futures offer traders exposure to four leading U.S. stock indexes in bite-size contracts.

• Choosing the Right Charitable Trust for You | Charles Schwab

  Charitable lead trusts and charitable remainder trusts can help satisfy both philanthropic and financial goals. Consider which charitable trust is best for you.

• Stock Analysis Using the P/E Ratio | Charles Schwab

  Find out what traders should look for and look out for with the price-to-earnings ratio (P/E ratio).

• ETF Selection Process | Charles Schwab

  ETFs are the building blocks of Schwab Intelligent Portfolios. View Exchange-Traded Funds available through SIP.

• Barbell, Bullet, and Bond Ladder Strategy | Charles Schwab

  Choosing between a bullet, a barbell, and a bond ladder strategy depends on your goals and timeframe. Discover which investment strategy best fits your needs.

• Find a Branch | Financial Services | Brokerage Firm | Charles Schwab

  Find your nearest Charles Schwab location and speak with one of our financial consultants. Get directions, hours, and request an appointment online.

• Advisory Programs Referenced in our CRS-IA | Charles Schwab

  See our advisory programs that provide different services, investments, account minimums, and levels of monitoring.

• Schwab Intelligent Portfolios® Sweep Program | Charles Schwab

  The portfolios in the Schwab Intelligent Portfolios® program include a cash allocation, which differs depending on the investment strategy selected.

• Schwab Wealth Advisory - Wealth Management | Charles Schwab

  Schwab Wealth Advisory provides you with a personalized approach to wealth management and wealth planning with you at the center.