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• Trading in Cash Accounts: Avoid These Violations | Charles Schwab

  Understanding the timing for setting transactions is important when trading with cash so that traders aren't hit with account restrictions.

• What is Thematic Investing? | Charles Schwab

  Thematic investments target ideas, personal values, or trends that don't fit squarely into existing industry classifications.

• Trustee vs. Beneficiary: 3 Ways to Reduce Conflict | Charles Schwab

  Conflicts between beneficiaries and trustees could lead to a legal battle. Learn three ways to help keep the peace when setting up a trust.

• What Happens to My Equity Award If I Quit? | Charles Schwab | Charles Schwab

  Wondering what will happen to your equity compensation if you leave your company? Learn what happens to vested and unvested equity if you quit or are fired.

• IRA Rules: 8 Things You Need to Know | Charles Schwab

  Knowing about different IRA rules can help you make better decisions about which type of retirement account best suits your situation.

• Choosing the Right Charitable Trust for You | Charles Schwab

  Charitable lead trusts and charitable remainder trusts can help satisfy both philanthropic and financial goals. Consider which charitable trust is best for you.

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

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

• What Happens During an IRS Audit?  | Charles Schwab

  As an IRS agent I conducted hundreds of audits. Here's how the process works and what you can do to prepare.

• How to Protect Your Finances as You Age | Charles Schwab

  An unfortunate reality of aging is the natural decline in cognition. Here's how to help protect your finances.

• "Soft" Data Hits Hard: Why Does Sentiment Matter? | Charles Schwab

  University of Michigan Consumer Sentiment is a so-called "soft" report, not reflecting "hard" data like GDP or CPI. It moved markets recently, so how much attention should investors pay?