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• Financial Planning | Charles Schwab

  Understand where you are today and create a roadmap to get you where you want to be.

• Forex | Charles Schwab

  Learn about the foreign exchange market and currencies trading.

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

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

• Portfolio Margin vs. Regulation T Margin | Charles Schwab

  Portfolio margin offers qualified individuals access to risk-based margin. Here's the difference between portfolio margin and Regulation T margin.

• Understanding Portfolio Margin | Charles Schwab

  Qualified traders have access to portfolio margin, which can offer a way to increase a trader's available budget.

• Celebrating 50 Years of Innovation | Charles Schwab

  Since its founding in 1973, Charles Schwab has helped pioneer market access, lower fees, financial literacy, and more. Here's an up-to-the-minute guide to our initiatives and offerings.

• Three Ways to Calculate Intrinsic Value | Charles Schwab

  Watch to learn three methods for estimating an investment's intrinsic value: comparison, build up, and discounted cash flow.

• Is the Next Temperamental Era Upon Us? | Charles Schwab

  Big swings in GDP and record inflation marked the period from the 1960s to the1990s. Find out if we're entering a new Temperamental Era.

• Schwab Intelligent Portfolios Historical Performance | Charles Schwab

  This interactive tool allows you to see historical returns for a sample of some of the available portfolios.

• Dollar-Cost Averaging vs. Lump-Sum Investing | Charles Schwab

  Is dollar-cost averaging better than lump-sum investing? Find out which approach may be best and could be worth considering.