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• Get ready to build your financial plan with a CERTIFIED FINANCIAL PLANNER™ professional | Charles Schwab

  Review the checklist below to make the most of our planning tool and your appointment with a CFP® professional to develop a smarter, more informed financial plan.

• Election 2024 Reset: What’s Next? | Charles Schwab

  In a matter of minutes, the 2024 presidential race changed dramatically, generating lots of speculation and questions. So what are the facts, the next steps, and the timeline?

• How to place a walk limit order | Charles Schwab

  Place a walk limit order on Schwab.com to control your price limit over time on your options trades.

• Fixed Income: Frequently Asked Questions | Charles Schwab

  Answers to questions investors are asking about Treasury bonds, tax policy, credit quality and other issues affecting fixed income investments.

• What are Buffer ETFs? | Charles Schwab

  Product overview and description of Buffer ETFs

• Market Volatility in Retirement: Are You Prepared? | Charles Schwab

  Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.

• Types of mutual funds | Charles Schwab

  Learn about the types of mutual funds to choose from and how to choose.

• Schwab's Long-Term Return Expectations | Charles Schwab

  Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

• Navigating the Markets: Tariffs and Trade | Charles Schwab

  Schwab’s chief strategists share their perspectives on the tariffs, trade and the markets.

• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.Read PDF: How to place options trade