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• Planning Retirement Income | Charles Schwab

  Planning retirement income may seem daunting, but it doesn't need to be. Learn budgeting and strategic tips in our guide to navigating distributions.

• What to Know About Trading Futures Options | Charles Schwab

  When trading options, it's possible to trade futures as well as stocks. Learn the similarities and differences of trading options on futures versus stocks.

• Trading Options During Earnings Season | Charles Schwab

  Trading a stock around earnings day can be difficult because of volatility risk. Learn more about the perils of trading during earnings season.

• Bond Funds and Bond ETFs | Charles Schwab

  Learn about bonds, mutual funds, ETFs, and preferred securities. Discover how to get started investing in them to diversify your portfolio.

• Investing in ADRs, Foreign Ordinaries, & Canadian Stocks | Charles Schwab

  ADRs (American Depository Receipts), foreign ordinaries and Canadian stocks allow you to invest in foreign companies. Explore ADRs and other options.

• Monthly Stock Sector Outlook (2025) | Charles Schwab | Charles Schwab

  Our stock sector outlook is updated monthly and delivers expert insights into the 11 S&P equity sectors, for example Energy, Health Care and Industrials.

• ETFs vs. Mutual Funds – What’s the Difference? | Charles Schwab

  They’re often misunderstood but ETFs and mutual funds can both have a positive impact on your financial portfolio. Get a balanced perspective with help from the experts at Schwab.

• Buying a Muni Below Par? Reasons to Think Twice | Charles Schwab

  Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

• TIPS and Inflation | Charles Schwab

  Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

• 'Muddiness' & Uncertainty in the Markets (With Cameron Dawson) | Charles Schwab

  Liz Ann Sonders and Cameron Dawson of NewEdge Wealth discuss the uncertainty in the market and how that could impact portfolio construction.