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• Making Sense of the Current Economic Cycle | Charles Schwab

  Kathy Jones and Liz Ann Sonders examine the current rate-cutting environment in the context of previous economic cycles.

• Volume Profile Indicator Study on thinkorswim | Charles Schwab

  The Volume Profile indicator study on the thinkorswim® platform can help you uncover hidden inflection price points. Learn how to use the study.

• Uncertainty Around Future Policy | Charles Schwab

  Uncertainty around future economic policies could translate to wait-and-see mode for many business leaders, the markets, and the Fed.

• Sector Rotation: How the Economy Affects Stocks | Charles Schwab

  At certain points of the economic cycle, different sectors outperform. Learn more about how this may help you search for potential investment candidates.

• Fixed-Rate Mortgage vs. ARM: How Do They Compare? | Charles Schwab

  Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?

• How to Use the Trade Flash Scanner | Charles Schwab

  Trade Flash, on thinkorswim®, allows traders to scan for trade-related events as they happen and can help traders find potential trade opportunities.

• Trustee and Custodial Agreement | Charles Schwab

  Income Tax-Efficient Investing Schwab Personal Trust Services Alternative Investmentsand financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (Member SIPC), and its affiliates offer investment services and products. Its banking...deposit and lending services and products. This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents...

• Ways to Manage Mega Cap Concentration | Charles Schwab

  When mega cap stocks are dominating the stock market, the case for thoughtful diversification shines.

• Planning Priorities: Saving for Retirement and a Home | Charles Schwab

  Investing for retirement and saving for a down payment on a home often share the spotlight amongst financial goals. Working on either of them might feel like you have to pause the other, but making progress toward both targets can be doable with some basic financial planning.

• Investment Income taxes | Schwab

  As an investor, you don’t want surprises at tax time. We’ll help you plan ahead with information about capital gains, dividends, interest income, net investment income tax, cost basis, AMT, and more.