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• Credit Spreads: Under the Radar, but Influential | Charles Schwab

  Corporate credit spreads, whether investment grade or high yield, can often hint at hiccups in the stock market and the economy. But they tend to keep a low profile.

• How to reinvest dividends | Charles Schwab

  Discover how to find equities that pay dividends and learn how you can reinvest them.

• Alts: Hedge Funds, Private Equity, and More | Charles Schwab

  Alternative investments such as hedge funds and private capital can give qualified investors access to strategies beyond those available in public markets.

• Does Your Inner Scorekeeper Skew Your Judgement? | Charles Schwab

  How do mental scorecards shape your financial decisions? Professor Daniel Stone joins to unpack how reference points can shape risk, reward, and regret.

• Learning Quest 529 Plan Additional Contribution Form | Charles Schwab

  Complete this form to make additional contributions to your Learning Quest 529 Plan Account by check or rollover.

• Cryptocurrency Investing | Cryptocurrency Investment Types | Charles Schwab

  Learn what is cryptocurrency and how Schwab provides ways to gain exposure to cryptocurrency markets.

• Balancing Campaign Promises With Economic Realities | Charles Schwab

  The reality of the economy, inflation, debt, and global pressures will present challenges as the next administration looks to implement sweeping promises from the campaign trail.

• Is Social Security Taxable? 4 Ways to Minimize Taxes | Charles Schwab

  Is Social Security taxable? Above a certain income threshold, it can be. Learn more and discover four ways to help minimize taxes on your benefits.

• SIMPLE IRA Participant Notice and Summary Description | Charles Schwab

  Complete all sections of this document, as applicable, in accordance with the elections you made on the Adoption Agreement. Retain the original for your records—this document should not be returned to Schwab.

• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.