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What Is a Beneficiary? Why Naming Them Is Key | Charles Schwab
Designating beneficiaries is a simple way to help protect your estate and avoid probate. What is a beneficiary, and why do you need one? Learn the basics.
Capital Gains Taxes Explained | Charles Schwab
Taxes can impact the growth of your portfolio, so it's important to understand how capital gains taxes work and learn some strategies that could potentially minimize them.
How to Speculate with Futures | Charles Schwab
Learn about speculating with futures trading and how to use the thinkorswim platform to place futures trades.
How Much Risk Is Right for You? | Charles Schwab
Every investor wants to maximize return—but you must first consider how much risk you can stomach.
When Markets Dip, Don't Drop Out | Charles Schwab
An extreme downturn in the market can shake your confidence. While staying the course may be hard, it can be healthier for your portfolio—learn why.
Estate Sale Need-to-Knows | Charles Schwab
An estate sale could be an effective way to unload a house-full of possessions, but it's important to understand how the process works to minimize financial and emotional costs.
The Most Important Ages of Retirement | Charles Schwab
Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.
What Is Financial Literacy and Why Does It Matter? | Charles Schwab
What is financial literacy? It means understanding the basics of money management to help you make better financial choices. Here's how to get started.
Washington: What to Watch Now | Charles Schwab
Schwab's point of view on political and regulatory issues before Congress and elsewhere in Washington, D.C. that could potentially affect investors.
Sector Index Funds and Concentration Risk | Charles Schwab
In a market-cap weighted sector index fund, a few large stocks can dominate its performance. Consider the concentration risk of buying sector index funds.