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• New Year's Financial Resolutions | Charles Schwab

  Here are 5 steps we encourage investors to consider taking to help boost their financial fitness. Learn about budgeting, debt management, and estate planning.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• Greek Graphs Tell the Story of Call Strategies | Charles Schwab

  An understanding of the options greeks allows traders to visualize and estimate the potential performance of a call options trade.

• 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.

• How to Read Stock Charts and Trading Patterns | Charles Schwab

  Learn how to read stock charts and analyze trading chart patterns, including spotting trends, identifying support and resistance, and recognizing market reversals and breakout patterns.

• Why Women Need to Take Control of Their Finances | Charles Schwab

  We've come a long way baby, but not far enough. Here's how women can start to take greater financial control—and why it's important.

• Making International Great Again? | Charles Schwab

  Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.

• Limitations of Stock Indexes & How to Use Them | Charles Schwab

  How stock market indexes are calculated can skew their data. Learn about index limitations, using indexes effectively, and other tools that might help with investment decisions.

• Managing Money: Six Principles of Personal Finance | Charles Schwab

  Watch to learn about six personal finance topics that can have a big impact on your life: budgeting, saving, debt, taxes, insurance, and retirement.

• How Can You Think Like a Fund Manager? | Charles Schwab

  What lessons about portfolio management can we learn from two different types of fund managers?