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• CD or Treasury? Five Factors to Consider | Charles Schwab

  Certificates of deposit (CDs) and Treasuries both can offer steady, predictable investment income—but how to decide between them? Here are five factors to help you choose.

• Ways to Help Reduce Risk in Your Portfolio | Charles Schwab

  A market downturn can expose risk in your portfolio. Learn how to help manage portfolio risk by aligning your investment strategy with your risk tolerance.

• What is Property and Casualty Insurance? A Guide | Charles Schwab

  Learn about different types of property and casualty insurance and how they could protect you in the event of damage to your home, car, business, or valuables.

• Bollinger Bands: What They Are and How to Use Them | Charles Schwab

  Bollinger Bands help you identify sharp, short-term price movements and potential entry and exit points.

• Should You Add Life Insurance to Your Estate Plan? | Charles Schwab

  Adding life insurance to your estate plan can help give your heirs flexibility in the future. Explore the difference between term and permanent life insurance.

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• Roth IRA Conversion: Is It Right for You? | Charles Schwab

  A Roth conversion involves moving assets from a retirement plan into your Roth IRA. Learn whether a Roth conversion is right for you and how a conversion works.

• Investing in Rental Properties | Charles Schwab

  Real estate rentals can be a source of income. But there's more to being a landlord than meets the eye. Keep reading for best practices and common pitfalls.

• How to Use Walk Limit Orders for Options Trading | Charles Schwab

  Schwab's Walk Limit orders for options automate the process of placing limit orders, increasing or decreasing the price for traders along the bid/ask spread.

• Schwab Individual 401(k) Plan Adoption Agreement | Charles Schwab

  These instructions are designed to help you, the Adopting Employer, along with your attorney and/or tax advisor, complete the Adoption Agreement for the Schwab Individual 401(k) Plan.