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• 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....

• IPO Investments: What You Need to Know | Charles Schwab

  Thinking about investing in an IPO? Review these IPO basics to find out how IPO investments work and important considerations when investing in IPOs....

• Ways to Help Reduce Risk in Your Portfolio | Charles Schwab

  A market downturn can expose risk in your portfolio. Learn how to help manage portfolio risk by aligning your investment strategy with your risk tolerance....

• Could You Outlive Your Retirement Savings? | Charles Schwab

  Estimating your longevity is a key part of retirement planning. Learn how to create a solid financial plan so you don't outlive your savings....

• How to Set Up thinkorswim® for Trading Futures | Charles Schwab

  Watch this video for some insider tips on how to customize thinkorswim® for trading futures.

• Does Your Inner Scorekeeper Skew Your Judgement? | Charles Schwab

  How do mental scorecards shape your financial decisions? Professor Daniel Stone joins to unpack how reference points can shape risk, reward, and regret....

• Is It Time to Reboot Your New Year's Resolutions? (Rebroadcast) | Charles Schwab

  you too overwhelmed to set resolutions? In either case, we have some helpful strategies to reboot your New Year's resolutions or get started on some new goals....

• Want to Downsize Your Home? Here’s What to Know | Charles Schwab

  Moving to a smaller house as you near retirement can have many financial advantages. Here’s what you should consider from a tax perspective.

• Does Your Portfolio Need Decluttering? | Charles Schwab

  spring cleaning, Susan Hirshman returns for a bonus episode to share helpful methods for decluttering your portfolio....

• Saving Outside Your 401(k) | Charles Schwab

  Once your basics are covered, you might want to consider setting aside some extra money. Here's how to decide which accounts to use—and when....