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• Schwab Intelligent Portfolios Historical Performance | Charles Schwab

  This interactive tool allows you to see historical returns for a sample of some of the available portfolios.

• A Primer on Selling Options | Charles Schwab

  Selling options can be risky. Learn the basics of shorting options, including how to sell put options, what a short call option is, and more.

• Buying, Renting, and Selling a Second Home | Charles Schwab

  A second home is a substantial investment that lives by different rules than your primary residence. Review your options and potential tax consequences.

• thinkorswim web | Charles Schwab

  Trade from almost any browser with thinkorswim® web—an intuitive web platform that has the essential tools of thinkorswim desktop. No download required.

• Introducing Season 2 of Choiceology | Charles Schwab

  Choiceology returns with a new season and a new host—Katy Milkman. Subscribe for free today to get the first episode of season 2 when it launches October 29.

• Portfolio Management Checklist | Charles Schwab

  Checking in on your portfolio at least once a year can help you make sure your investments are helping you accomplish your goals. Here's a checklist to see how your portfolio stacks up.

• How to find my tax forms on Schwab Mobile | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit Cards

• Investor Profile Questionnaire | Charles Schwab

  Your investing strategy should reflect the kind of investor you are—your personal investor profile.

• Financial Statements 101 | Charles Schwab

  Learn what's in financial statements and how investors use them to evaluate stocks.

• Heidi Harmon | Financial Consultant in IN | Charles Schwab

  Heidi Harmon is a Financial Consultant at Charles Schwab serving Bloomington, IN. Request an appointment or contact us today to speak with a financial consultant.