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• 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.

• Choiceology | Charles Schwab

  Wharton professor Katy Milkman shares true stories involving high-stakes moments, and explores the latest research to help you make better judgments and avoid costly mistakes.

• Schwab SIMPLE IRA | Charles Schwab

  Learn how a SIMPLE IRA could be an easy and low-cost way to set up a retirement program.

• Generating Retirement Income | Charles Schwab

  Once you retire, you'll want to adjust your investment strategy so that your needs are met. Explore how Schwab can help you generate retirement income.

• Why Does Sentiment Not Match Hard Data? | Charles Schwab

  Liz Ann Sonders and Kathy Jones analyze the divergence between hard economic data and consumer sentiment in the markets.

• What Are Index Funds? | Charles Schwab

  We discuss how index funds work, identify some indexes these funds track, and examine benefits and risks associated with index fund investing.

• Investing Basics: Stocks | Charles Schwab

  Stocks are one of the most common investments. Learn what stocks are, the risks associated with them, and the role they can play in an investment portfolio.

• Wash-Sale Rule: How It Works & What to Know | Charles Schwab

  Don’t run afoul of the wash sale rule. Find out how the wash sale rule works and how to identify a "substantially identical" investment.

• What's Your Risk Capacity? | Charles Schwab

  It's not how much risk you can take but how much time you have to save. Learn the difference between risk capacity and risk tolerance and why they should align.

• Want to Downsize Your Home? Here’s What to Know | Charles Schwab

  Moving to a smaller house as you near retirement can have many financial advantages. Here’s what you should consider from a tax perspective.