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• Why Schwab? Discover what we can do for your investments. | Charles Schwab

  At Schwab, you choose how you’d like to invest. Get low costs, a mix of investment products, and a personal financial advisor when needed....

• What is Alternative Minimum Tax (AMT) and How Does It Work | Charles Schwab

  Alternative minimum tax (AMT) applies only to some taxpayers. What is the AMT and how does it work? Learn who might be affected by the AMT and what triggers it....

• What to Know About Inheriting a Business | Charles Schwab

  Inheriting a business can be a great honor—and potentially a great burden. Explore three considerations for inheriting a family business.

• Tax and Estate Planning | Sample Scenarios

  See how Schwab Wealth Advisory helps clients achieve success with tax and estate planning.

• Wills | Charles Schwab

  Think through how you would like your investments and other assets distributed to your heirs.

• How to transfer securities between accounts | Charles Schwab

  Move or gift assets from one Schwab brokerage account to another Schwab brokerage account.

• How to see Schwab's Portfolio Builder

  Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.

• Identifying Trend Reversals With RSI | Charles Schwab

  In this article, you'll learn how traders can potentially use the relative strength index (RSI) to help identify short-term buy and sell signals....

• Bidder Beware: With Guests Max Bazerman & Glenye Cain Oakford | Charles Schwab

  Suppose you just won a hotly contested auction. How likely is it that you got a good deal?

• Dividend Stocks: How to Research & Pick Them | Charles Schwab

  Dividend stocks could pump up total returns from your stock portfolio and generate extra income. Read how to research and pick dividend-paying stocks....