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• Test Your Tax Knowledge | Charles Schwab

  How tax-savvy are you? Test your knowledge with our 10-question tax quiz.

• Retirement Planning by the Decade: A Savings Guide | Charles Schwab

  Retirement planning looks different depending on the season of life you're in. Discover how to approach your most important savings goal—one decade at a time.

• Brokered CDs vs. Bank CDs | Charles Schwab

  Brokered CDs vs. bank CDs: how do they compare? Discover the potential benefits and risks of brokered CDs and how they differ from bank-issued CDs.

• Finding the Right Plan for Retirement | Charles Schwab

  Planning for retirement is an overlooked but important activity. Learn more about retirement planning.

• Tax-Planning Strategies to Consider Before Year-End | Charles Schwab

  From maximizing tax-advantaged savings accounts to donating to charity, you can still make strategic tax moves before year-end. Explore ways to help save on your 2024 taxes.

• Wealth Management | Sample Scenarios

  Explore how Schwab Wealth Advisory's wealth management professionals can help clients understand and optimize finances during retirement.

• Using Breadth to Track Trend Strength or Weakness | Charles Schwab

  Various measures of market breadth can track how strong or weak a current market trend might be. Learn how to follow this indicator.

• What are Covered Calls & How Do They Work? | Charles Schwab

  What is a covered call and how does it work? Learn how covered calls could help you potentially earn income from stocks you own and more.

• How to Search for Funds on Schwab.com | Charles Schwab

  Choosing investments doesn’t have to be overwhelming. Watch to learn how to use ETF and Mutual Fund Screeners to help find low-expense index funds.

• The New Magnificent Seven? | Charles Schwab

  We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.