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• Tax Bill or Tax Refund? Find Out Why | Charles Schwab

  Did you get a tax refund or a tax bill when you filed? Learn why you got a refund or a bill, how to optimize your withholding, and prepare for next year.

• What's Ahead for China in 2025? | Charles Schwab

  Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.

• Introduction to thinkorswim® Web | Charles Schwab

  In this tutorial, we'll take a tour of the thinkorswim® web platform and show you how to get started.

• What is Thematic Investing? | Charles Schwab

  Thematic investments target ideas, personal values, or trends that don't fit squarely into existing industry classifications.

• Is Recession on the Horizon? | Charles Schwab

  Liz Ann Sonders and Kevin Gordon analyze the dynamics and indicators that might indicate a recession is looming.

• Your Mid-Year Money Check-Up | Charles Schwab

  Are you on track to meet your financial goals? Follow these five steps to find out.

• mkt89014-00.pdf

  # Page # CC267202 1 of 3 Spellcheck: Yes Color Seps: Yes Fold Dummy: No Round 2 Last Modified 11-10-2015 10:34 AM TE A M Studio Prev. Studio Nitsos, Kevin Pitalo, Michael S ET u p...# Page # CC267202 2 of 3 Spellcheck: Yes Color Seps: Yes Fold Dummy: No Round 2 Last Modified 11-10-2015 10:34 AM TE A M Studio Prev. Studio Nitsos, Kevin Pitalo, Michael S ET u p...Consider Expenses All else being equal, consider mutual funds with lower expenses. Fund expenses add up over time and can significantly impact an investor’s long-term returns. All mutual funds have...

• What are Stock Sectors? 11 Stock Market Sectors Explained | Charles Schwab | Charles Schwab

  What are stock sectors? Learn about the 11 stock market sectors developed by the Global Industry Classification Standard (GICS) and how to consider using them.

• Tax Deductions & Tips | Charles Schwab

  Learn the two main tax deduction types, how tax deductions work, and how they may or may not apply to you and your taxes.

• Portfolio Customization Tips | Charles Schwab

  Learn about ways you can personalize your Schwab Intelligent Portfolios account along with key feature benefits and activation tips.