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• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.

• The Mystery of Chance: With Guests Andy Marocco & Tom Gilovich | Charles Schwab

  We're wired to search for order in the world. It's how we learn and construct meaning. But often we see patterns in mere happenstance.

• Types of Insurance: A Guide | Charles Schwab | Charles Schwab

  How do you know what type of insurance you need? Explore different kinds of insurance, their pros and cons, and costs.

• Sequence of Returns Risk | Charles Schwab

  Be wary of the sequence-of-returns risk if you are nearing retirement age. Learn more about how timing can play a critical role in your retirement savings.

• Should You Stay Invested During a Market Downturn? | Charles Schwab

  Learn how diversifying your portfolio and having a long-term perspective could help you stay invested during a market downturn.

• Advance Estate Planning for a Surviving Spouse | Charles Schwab

  No one is fully prepared for the death of a spouse. Learn steps you can take now to help lessen financial stress for the surviving spouse.

• Investing Basics: ETFs | Charles Schwab

  Learn about the risks and potential rewards of exchange-traded funds, also known as ETFs.

• Financial Statements 101 | Charles Schwab

  Learn what's in financial statements and how investors use them to evaluate stocks.

• https://www.schwab.com/public/file/P-6425878/

  Liability for Unauthorized Transfers: Tell us AT ONCE if you believe your Debit Card has been lost or stolen, if you believe an Electronic Fund Transfer has been made without your permission...tell us within 60 days after the statement was mailed to you, you may not recover any money you lost after the 60 days if we can prove that we could have stopped someone from taking the money had...on the account. Lost Checks: When we accept a check for deposit into your account, we are acting as your agent in collecting the check. We are not responsible if the check is lost or delayed in...

• What is the Sunk Cost Fallacy and How Does It Work? | Charles Schwab

  The sunk cost fallacy is the irrational idea that you should keep investing in something just because you've already invested time or money in it. Learn more.