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• Estate Planning | Charles Schwab

  Make your wishes known with a clear estate plan.

• Rebalancing in Action | Charles Schwab

  Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.

• Find a Consultant | Charles Schwab

  Search by last name or location and find a Schwab consultant to help you reach your financial goals.

• The Estate Tax and Lifetime Giving | Charles Schwab

  If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

• sls48482.pdf

• Government Policy | Charles Schwab

  Understand how policy decisions coming out of Washington may impact financial markets and your investments.

• Market Volatility | Charles Schwab

  Find guidance on how to respond to short-term volatility or longer market downturns.

• Why Is the U.S. Dollar Declining? | Charles Schwab

  Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.

• Technical Analysis | Charles Schwab

  Interpret market data to identify patterns and trends to make more educated predictions.

• Behavioral Finance | Charles Schwab

  Discover how psychological influences and biases may affect your financial behavior.