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• Parsing the Latest Inflation Numbers | Charles Schwab

  Kathy Jones and Liz Ann Sonders analyze the latest inflation data, stagnation in the housing market, and other economic trends.

• Spending in Retirement: Beyond the 4% Rule | Charles Schwab

  The 4% rule is a common rule of thumb to determine your ideal spending percentage in retirement. Explore personalized retirement spending beyond the 4% rule.

• How to use auto-rollover when investing in Fixed Income | Charles Schwab

  Automatically reinvest the principal on your maturing CDs and U.S. Treasury securities in just a few clicks.Explore Fixed Income

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

• Considering the Risk of Stagflation & Uncertainty | Charles Schwab

  Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.

• Why You Need an Estate Plan | Charles Schwab

  If we leave unanswered questions about how to settle our affairs, life for those we love could be even more difficult. That’s why answering questions now—and formalizing them in an estate plan—is an important step that shouldn’t wait.

• Trading a Smaller Account | 1-27-25 | Charles Schwab

  We demonstrated how to calculate the net gain & the return on risk on a short put vertical example trade that had hit the exit target that had been set when the trade was placed.

• Getting Started with Options | Charles Schwab

  In this video, we explore buying long call options, the first of the four building blocks upon which all options trades are constructed.

• Can the Olympics Teach Us About Our Own Behavior? | Charles Schwab

  Mark Riepe explains the cognitive and emotional biases that show up across different Olympic choices and judgments and the lessons we can glean from them for our own financial decision-making.

• View the Schwab Trading Activity Index™ | Charles Schwab

  Get a snapshot of investor sentiment using data from a sample of accounts of real investors with the Schwab Trading Activity Index (STAX).