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• Supplemental Trust Account Application for Entity Trustees | Charles Schwab

  Use this form for new account opening or updating an existing Schwab account.

• Why Are Munis Attractive Right Now? | Charles Schwab

  Tariffs change directions again, and Cooper Howard discusses the appeal of municipal bonds.

• The Simple Choice: With Guests Shlomo Benartzi & Eric Sink | Charles Schwab

  Making the beneficial choice the easiest choice can streamline decision-making. But be aware of exactly who's benefitting.

• Is It Time to Reboot Your New Year's Resolutions? (Rebroadcast) | Charles Schwab

  If you set New Year's resolutions, have you fallen off track? Were you too overwhelmed to set resolutions? In either case, we have some helpful strategies to reboot your New Year's resolutions or get started on some new goals.

• How to place a trade during extended hours | Charles Schwab

  Learn how to trade during the pre-market and after hours sessions with Schwab.

• How to transfer funds out of your account | Charles Schwab

  Discover the different ways to transfer funds from your Schwab account.

• Mary Anne's Story: How Can You Leave a Legacy and Honor a Loved One? | Charles Schwab

  How did one woman honor her twin sister through a charitable gift?

• Should You Pay Off Your Mortgage Before You Retire? | Charles Schwab

  If you are nearing retirement, does it make sense to pay off your mortgage in advance?

• Portfolio Margin | Charles Schwab

  Portfolio margining is a method for calculating margins and associated risk in an investment portfolio. Learn about portfolio margin strategies with Schwab.

• College Savings Calculator | Charles Schwab

  Use our College Savings Calculator to estimate college costs and your savings goals. Simply answer a few questions.