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• Portfolio Management Checklist | Charles Schwab

  Checking in on your portfolio at least once a year can help you make sure your investments are helping you accomplish your goals. Here's a checklist to see how your portfolio stacks up....

• How to invest

  Whether you want to learn the nuts and bolts about investing or are simply looking for a customized portfolio, Schwab can help you invest.

• Should You Buy a Home? 5 Things to Do First | Charles Schwab

  Think you're ready to buy your first home? Do these five things before stepping into that first open house....

• What is a Robo Advisor | Charles Schwab

  Learn what Robo-Advisors are, and how they can put your money to work to help you meet your specific financial goals....

• Trade Forex | Charles Schwab Futures and Forex

  Learn how to get your forex account set up, trade forex on the industry-leading thinkorswim trading platforms, and access premium forex education....

• What to Know About Trading Futures Options | Charles Schwab

  When trading options, it's possible to trade futures as well as stocks. Learn the similarities and differences of trading options on futures versus stocks.

• Municipal Bonds: Mid-Year Outlook [2025] | Charles Schwab

  What's next for municipal bonds in the second half of 2025? Here's what fixed income investors should know about the muni bond market....

• The Tax-Planning Life Cycle | Charles Schwab

  Certain tax topics can have an impact on your after-tax wealth. Learn about the tax-planning life cycle and how taxes can affect every stage of your investing journey....

• Security Knowledge Center | SchwabSafe | Charles Schwab

  Charles Schwab Security Knowledge Center: how-to guides, tips and more to help you stay safe online.

• How to set up security alerts | Charles Schwab

  Set security alerts in your account to notify you of trading and investing opportunities.