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• Rebalancing in Action | Charles Schwab

  Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.

• New to Investing | Charles Schwab

  New to investing? Start your investing journey the right way with accounts, products, services, resources, and advice from Schwab. Choose from IRAs, investment accounts, stocks, bonds, ETFs, and more.

• Trading Near the Bells | Charles Schwab

  Want to trade near the bells? Learn what you should know about the market's most volatile trading hours.

• Protect yourself from financial fraud. | Charles Schwab

  How to identify, avoid, and report common scams.

• IRA Beneficiary Form | Charles Schwab

  This form may be used to designate one or more beneficiaries for an IRA or a 403(b)(7) account.

• How to Handle Margin Calls | Charles Schwab

  Watch to learn what to do if you get a margin call and how to potentially avoid them.

• What Happens When Interest Rates Rise? | Charles Schwab

  Why do bond prices fall when interest rates rise? Learn more about the effects interest rates and bond prices can have on a portfolio.

• Traditional and Roth IRAs | Charles Schwab

  Learn the differences between traditional and Roth IRAs and how each type can help grow your retirement savings.

• Keeping Track of Your Portfolio's Performance | Charles Schwab

  The S&P 500® Index may be the most familiar but considering other indices can offer a clearer picture of how different asset classes are performing.

• Theta Decay in Options Trading | Charles Schwab

  What does theta decay in options trading mean? Learn about theta's role in options trades and three trading strategies that target time decay.