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• Schwab Futures and Forex daily segregated requirements January 2025 | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit CardsRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• 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.

• What are Buffer ETFs? | Charles Schwab

  Product overview and description of Buffer ETFs

• How to get the most out of Schwab Personalized Indexing Dashboard | Charles Schwab

  Use the Schwab Personalized Indexing Dashboard to review your account performance and holdings summary.

• 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.

• Common Types of Retirement Plans to Know About | Charles Schwab

  There are many types of retirement plans—which one is right for you? Learn about the features and eligibility requirements for 401(k) plans, IRAs, and more.

• Schwab Intelligent Portfolios™ Asset Allocation White Paper | Charles Schwab

  Understand the Asset Classes that are included across Schwab Intelligent Portfolios.

• 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

• The Fed's Message: Patience and No Change in Interest Rate Policy | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss this week's Fed meeting and the implications for investors.

• Buying a CD in 5 Easy Steps

  For steady, predictable income that is also FDIC-insured, many investors turn to CDs: certificates of deposit. It's easy to find and purchase a CD that is right for you in just a few quick steps on Schwab.com.