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• Where Should You Hold Your Cash? | Charles Schwab

  Yields on cash investments are higher than they've been in decades. The smartest place to keep your cash depends on how you plan to use it. Learn more.

• Understanding Mortgage-Backed Securities Investing | Charles Schwab

  Residential mortgage-backed securities, or MBS, are a big part of the securitized investment market. Here's what to know about MBS investing.

• Making the Most of Your 401(k) in Your 20s | Charles Schwab

  Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

• SIMPLE IRA Basic Plan Document | Charles Schwab

  This document contains the legal provisions of your Schwab SIMPLE IRA plan.

• Wasmer Schroeder Actively Managed Strategies | Charles Schwab

  With a wide range of actively managed strategies to choose from, Wasmer Schoeder Strategies offers fixed income investing that’s tailored to fit you.

• Investing Principles | Charles Schwab

  The fundamentals you need for investing success. Schwab can help you create or update your financial plan using these investing basics.

• Estate Planning | Charles Schwab

  Make your wishes known with a clear estate plan.

• Social Security | Charles Schwab

  Understand how Social Security works and when you should consider taking it.

• Diversification | Charles Schwab

  Diversification is a common risk management strategy. Learn how you can diversify your portfolio by spreading your money between different types of investments within each asset class.

• Corporate Bonds: Mid-Year Outlook [2025] | Charles Schwab

  What’s next for investment-grade and high-yield corporate bonds in the second half of 2025? Here’s what fixed income investors should look out for.