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• Top of Mind: With Guests John Farrell & Manasvini Singh | Charles Schwab

  Why do we weigh recent events so heavily? And how does this tendency impact important decisions, like whom to vote for or how to conduct medical procedures?

• Schwab Intelligent Portfolios™ Asset Allocation White Paper | Charles Schwab

  Understand the Asset Classes that are included across Schwab Intelligent Portfolios.

• Education Savings Account (ESA) Designated Beneficiary/Authorized Person LOA Form | Charles Schwab

  This form allows you to: request a transfer of ownership to a previously named Successor Designated Beneficiary; name or update the SDB to the existing ESA account; name a successor Authorized Person to act in the event of the incapacitation, death or resignation of the current Authorized Person.

• An Equities Rally, a GDP Revision, and the Likelihood of 'De-Dollarization' | Charles Schwab

  Kathy Jones interviews Jens Nordvig about the current rate cycle—as well as talk of "de-dollarization"—while Liz Ann Sonders probes the GDP revision and looks ahead to a busy week of economic data.

• Inherited IRA Application for an Organization Beneficiary - Information and Instructions | Charles Schwab

  Use this chart to determine what paperwork you will need to submit, based on the type of beneficiary that is inheriting the IRA.

• Getting Started with Options (Week 10 of 10) | Charles Schwab

  In this video, we discuss an example 3-step process for selecting a specific options strategy out of the dozens available.

• This Week's CPI Data and the State of the Economy | Charles Schwab

  Liz Ann Sonders interviews Nancy Lazar about the state of the economy, and Kathy Jones and Collin Martin discuss investment-grade bonds.

• Mutual Fund Prospectuses: Investor Information | Charles Schwab

  Find the information you need with Schwab prospectuses, performance summaries, and portfolio holdings statements for each fund.

• Wealth Management Services | Schwab Private Client Services | Charles Schwab

  With Schwab Private Client Services, you benefit from access to a wide range of wealth management specialists, a dedicated financial consultant, and more.

• How to get the most out of Schwab Personalized Indexing Dashboard | Charles Schwab

  Use the Schwab Personalized Indexing Dashboard to review your account performance and holdings summary.