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• Margin Requirements & Interest Rates | Charles Schwab | Charles Schwab

  Margin loans can be more cost-effective than lending options like credit cards, but they follow specific rules. Explore Schwab’s margin rates and requirements.

• Bear Market: Now What? | Charles Schwab

  Bear markets can pose a challenge to your financial goals. Here are seven tips for dealing with down markets.

• Futures FAQs | Charles Schwab Futures and Forex

  View answers to common questions investors have about trading futures at Schwab.

• Managed Account Select Strategies List | Charles Schwab

  Managed Account Select provides access to an expansive range of third-party asset managers and focused investment strategies for you to create a portfolio tailored to your needs.

• Tariffs: Q1 Impacts and Q2 Negotiations | Charles Schwab

  A look back at the impacts of tariff announcements last quarter, and what we might expect from tariff negotiations during the 90-day implementation delay in Q2.

• Your Mid-Year Money Check-Up | Charles Schwab

  Are you on track to meet your financial goals? Follow these five steps to find out.

• 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.

• Congress Approves Massive Tax and Spending Bill | Charles Schwab

  Congress approved the "One Big Beautiful Bill" tax-and-spending plan. Here are some of the key provisions for investors and taxpayers.

• Simple IRA | Establish Your Retirement Plan | Charles Schwab

  A SIMPLE IRA may be an easy and low-cost way to set up a retirement program. Maximize contributions for you and up to 100 employees. Learn more today!

• What are Employee Stock Purchase Plans (ESPPs)? | Charles Schwab

  Learn about Employee Stock Purchase Plans (ESPPs), including how to enroll and participate, and tax implications.