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Muni Bonds: GO or Revenue? | Charles Schwab
You're interested in municipal bonds, but are general obligation munis or revenue muni bonds better for you?
3 Ways to Transfer Your Business | Charles Schwab
For business owners, retirement planning should include decisions about their company's future. Here are some business succession strategies to consider.
Teaching Financial Literacy to Grandkids | Charles Schwab
Learn four ways grandparents can pass along financial knowledge on to the next generation to create a lasting bond and to help foster financial literacy.
Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.
What Are Index Funds? | Charles Schwab
We discuss how index funds work, identify some indexes these funds track, and examine benefits and risks associated with index fund investing.
How Much Cash Is Too Much Cash? | Charles Schwab
Today's relatively high yields from savings accounts and other cash investments are tempting, but don't overdo it. Learn if you're holding too much cash.
Theta Decay in Options Trading: Strategies to Know | Charles Schwab
Explore the concept of theta in options and discover three trading strategies focused on time decay, also referred to as theta decay.
What is a Robo-Advisor: Debunking Myths | Charles Schwab
What is a robo-advisor, and how do they work? Learn the truth behind robo-advisors—the modern method of automating your investing and debunk robo-advisor myths.
Personal Defined Benefit Plan | Charles Schwab
Use Schwab's personal defined benefit plan to make higher retirement contributions. Learn more about a personal defined benefit plan for your business.
Accounts Overview – Investing Goals | Charles Schwab
Schwab makes it easy to choose the right account for your financial goals. Learn about investment and savings accounts we offer and find the right fit for you.