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• Schwab Futures and Forex's most current certified annual report | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• What Should I Do When Interest Rates Fall? | Charles Schwab

  Schwab experts on how investors can respond once interest rates begin to fall.

• Sector Rotation: How the Economy Affects Stocks | Charles Schwab

  At certain points of the economic cycle, different sectors outperform. Learn more about how this may help you search for potential investment candidates.

• 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.

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

  What's next for municipal bonds in the second half of 2025? Here's what fixed income investors should know about the muni bond market.

• Schwab Stock Slices Certificate | Charles Schwab

  Schwab Stock Slices

• Home Lending: Refinancing, Cash-Out Refi & HELOC | Charles Schwab

  Home lending options can open up new financial opportunities, including money for home improvements. Learn about refinancing, cash-out refis, HELOCs, and more.

• Investing in Bonds - The Basics | Charles Schwab

  There are a handful of ways to invest in bonds, and each strategy or product has its own unique set of characteristics that may make them more or less attractive, given your goals.

• Schwab Wealth Advisory - Wealth Management | Charles Schwab

  Schwab Wealth Advisory provides you with a personalized approach to wealth management and wealth planning with you at the center.

• Individual 401(k) Contribution Agreement | Charles Schwab

  All participants, including business owners, must complete this Agreement to indicate the elective deferral amount to have withheld from compensation.