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

  How does direct indexing work?

• What Should You Know About Annuities? | Charles Schwab

  A basic overview of annuities and how they can fit into an investor's retirement plan—with Rob Williams, a managing director and Retirement Income Certified Professional at Schwab....

• How Do You Save for Vacations & Travel? | Charles Schwab

  Mark Riepe and Cindy Scott discuss how financial planning can help you save for short-term goals like travel and vacations without adding risk to your long-term financial future....

• What to Know About Margin | Charles Schwab

  Here are some things to consider when using margin and four tips for managing your risk.

• How Do Muni Bond Credit Ratings Work? | Charles Schwab

  Kathy Jones and Cooper Howard interview Jane Ridley from S&P Global about how municipal bonds are rated....

• How Much Car Can I Afford? 5 Things to Consider | Charles Schwab

  Wondering how much car you can afford? Here's what to consider before signing on the line—starting with your monthly payment and how it fits into your budget....

• Three Things to Know About the Wheel Strategy | Charles Schwab

  Three things to know about the options wheel strategy, which involves selling cash-secured puts and, if assigned, writing covered calls on the stock—then hopefully repeated....

• Special Needs Trusts: What to Know | Charles Schwab

  needs trusts can help protect vulnerable family members without affecting government benefits. Learn how estate owners can pass along financial support....

• Charles Schwab Cards from American Express

  New exclusive American Express cards are now available to Schwab brokerage account holders.

• Leveraging Assets to Manage Your Wealth | Charles Schwab

  Borrowing against your assets can often act as a tool to manage wealth. Here's how to use debt strategically—even in some cases when you can afford to pay cash....