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• Tax basics | Schwab

  Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.

• Long Call vs. Bull Call Spread | Charles Schwab

  With so many bullish options strategies to choose from, how might a trader know which is right for their next trade? We'll compare two bullish options strategies in order to assist the prospective trader with the decision-making process.

• Schwab's Market Open Update | Charles Schwab

  Learn what's trending before the opening bell with Schwab's market open report. Find out about macroeconomic reports, company earnings, and other events.

• American Express Platinum Card® for Schwab | Charles Schwab

  Enjoy unique cards with premium rewards, services, and experiences from American Express. Designed exclusively for Schwab investors.

• Summit Fever | Charles Schwab

  Imagine that you've put in effort toward a goal, but things haven't quite worked out the way you hoped. How do you know when it's time to let it go?

• Monthly Stock Sector Outlook (2025) | Charles Schwab | Charles Schwab

  Our stock sector outlook is updated monthly and delivers expert insights into the 11 S&P equity sectors, for example Energy, Health Care and Industrials.

• Pledged Asset Line® Rates | Schwab Bank | Charles Schwab

  Rates for the Schwab Pledged Asset Line® may vary depending on the value of your assets. Explore pledged asset line rates.

• Portfolio Margin | Charles Schwab

  Portfolio margining is a method for calculating margins and associated risk in an investment portfolio. Learn about portfolio margin strategies with Schwab.

• Understanding Recent Volatility in the Bond Market | Charles Schwab

  Kathy Jones and Collin Martin give an overview of recent developments in the bond markets. They cover corporate credit spreads, issuance, preferred securities, TIPS, and more.

• Roth IRA: What is a Roth IRA? | Charles Schwab

  Learn what a Roth IRA account is and how to open a Roth IRA with Schwab to take advantage of tax-free growth potential for earnings and contributions.