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• Understanding Forex Margin | Charles Schwab

  What is leverage in the forex market? It’s the ability to buy and sell foreign currencies while putting up only a fraction—3% to 5%—of the notional amount. Leverage, or forex margin, offers potential opportunity, but it’s also quite risky.

• 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.

• Restricted Stock Services | Charles Schwab

  Explore how Charles Schwab is uniquely positioned to offer our restricted stock clients a wide variety of service options and benefits.

• Schwab Futures and Forex daily segregated requirements April 2025 | Charles Schwab

  Contact UsHome Loans & Rates Pledged Asset Line Credit CardsWays to Invest with Us Overview

• Passing Financial Values to the Next Generation | Charles Schwab

  Leaving a legacy is about more than just money. Consider these do's and don'ts for establishing a shared family value system that can span generations.

• Individual 401(k) Plan | Traditional & Roth | Charles Schwab

  If you’re self-employed or run an owner-only business, you can make substantial contributions toward your retirement with a Charles Schwab Individual 401(k) plan.

• Potential Long-Term Benefits of Investing HSA Funds | Charles Schwab

  Health savings accounts (HSAs) are for more than just routine medical expenses. Learn how to potentially grow your savings tax-free by investing HSA funds.

• How Fed rate cuts impact mortgage interest rates | Charles Schwab

  Why aren't mortgage rates falling more quickly? Learn why mortgage interest rates don't necessarily track with Fed rate cuts.

• You've just inherited a retirement account. Now what? | Charles Schwab

  Inherited IRA (pre-Secure Act)

• What Are Money Market Funds, and How Do They Work? | Charles Schwab

  Money market funds typically invest in higher-yield, short-term debt securities. Learn how they work, their pros and cons, and if they make sense for you.