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• Schwab 529 College Savings Plan Designated Beneficiary Change Form | Charles Schwab

  Complete this form if you would like to change the Designated Beneficiary on your Schwab 529 Plan Account.

• Benefits of Tax-loss Harvesting | Charles Schwab

  With tax-loss harvesting, you can take advantage of market volatility to offset capital gains.

• Are Preferred Securities Still Attractive? | Charles Schwab

  The higher yields preferred securities currently offer can be a benefit for income-oriented investors, but those yields reflect the additional risks they face.

• Passing Financial Values to the Next Generation | Charles Schwab

  Leaving a legacy is about more than just money. Consider these do's and don'ts for establishing a shared family value system that can span generations.

• How to Create Stop Orders on thinkorswim® Desktop | Charles Schwab

  In this tutorial, we'll show you three ways to create a stop order in thinkorswim® desktop.

• How Should Investors Respond to Higher Inflation? | Charles Schwab

  We're all worried about the effects of inflation on our long-term portfolios. Here's what to do about it.

• Guide on Taking Social Security: 62 vs. 67 vs. 70 | Charles Schwab

  Considering whether to take Social Security benefits at 62 vs. 67 vs. 70? Learn how claiming your Social Security will affect you at each age.

• Are Annuities a Good Investment For Me? | Charles Schwab

  Are annuities a good investment? Factors like how long you live and what you value among others can help determine whether or not they're good investments.

• 3 Nontraditional ETFs to Consider | Charles Schwab

  Some ETFs offer access to niche and speculative areas of the market. Read about active ETFs, cryptocurrency ETFs, and thematic ETFs.

• Leveraged and Inverse ETPs: Know the Risks | Charles Schwab

  Leveraged and inverse ETPs are uniquely risky financial instruments—and generally aren't suitable for most investors. Read about the risks that are involved.