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• ETF vs. Mutual Fund: It Depends on Your Strategy | Charles Schwab

  Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.

• Reminiscences of a Strategist | Charles Schwab

  It's been 38 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.

• Buying a House? What to Know About Down Payments | Charles Schwab

  Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.

• Financial Considerations of Moving Abroad | Charles Schwab

  More and more Americans are living abroad. Learn about visas, banking, taxes, health care, estate planning, and other considerations before making the move.

• Coverdell Education Savings Accounts Guide | Charles Schwab

  Coverdell Education Savings Accounts (ESAs) can provide more flexible investing options compared to 529 plans. Discover the differences between ESAs and 529s.

• 5 Life Insurance Riders to Consider | Charles Schwab

  Life insurance riders are additional feature that can help personalize your policy. Discover how to customize your life insurance policy with riders.

• Tax-Smart Charitable Giving | Charles Schwab | Charles Schwab

  Achieve greater impact for the causes you care about by pursuing tax-efficient charitable giving strategies.

• Should You Roll Over Your Retirement Account? | Charles Schwab

  What options do you have when leaving a job where you hold an employer-sponsored retirement account?

• Gauge Risk: Options Delta and Probability | Charles Schwab

  Learn how options delta calculations and the options Probability ITM feature on thinkorswim® can potentially help traders gauge risk in an options position.

• Supply Chain Messages About the Trade War | Charles Schwab

  What happens in global supply chains can provide insight into how tariffs and the trade war may affect economies around the world.