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• Tax-Loss Harvesting | Charles Schwab

  Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it.

• 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.

• Should You Pay Off a Mortgage Before You Retire? | Charles Schwab

  Whether it makes financial sense to pay off your mortgage before you retire depends on your individual situation. Here are some things to consider.

• Ways to Invest | Charles Schwab

  Explore multiple ways to invest with Schwab. Work with an advisor, get automated investing, or manage your own investments to meet your financial goals.

• Test Your Tax Knowledge | Charles Schwab

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

• Build a Mutual Fund Portfolio - Personalized Portfolio | Charles Schwab

  Find the funds that best complement your portfolio or create a personalized portfolio of mutual funds with our Personalized Portfolio builder tool.

• Wasmer Schroeder Actively Managed Strategies | Charles Schwab

  With a wide range of actively managed strategies to choose from, Wasmer Schoeder Strategies offers fixed income investing that’s tailored to fit you.

• Retirement Planning for Empty Nesters | Charles Schwab

  After years of focusing on your kids, it's time to focus on yourself. Read more about planning for your next big milestone—retirement—as an empty nester.

• View All Branches | Charles Schwab

  Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.

• Buying a House? What to Know About Down Payments | Charles Schwab

  Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.