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• Wealth Management & Investment Services | Charles Schwab

  Use Schwab's personal wealth management and investment services to help you manage your wealth, pursue your financial goals, and transfer your estate to future generations.

• Why Is the U.S. Dollar Declining? | Charles Schwab

  Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.

• What Should You Do with Your Employee Stock? | Charles Schwab

  Whether it's stock options, restricted stock units, an employee stock purchase plan, or some other form of equity compensation, many companies offer this vital benefit to employees. But once you have it, what should you do with it?

• What Is a Fiduciary? Duties and Risks | Charles Schwab

  Would-be estate executors and trustees are often unaware of their legal responsibilities. Find out what it means to be an estate fiduciary.

• How to Speculate with Futures | Charles Schwab

  Learn about speculating with futures trading and how to use the thinkorswim platform to place futures trades.

• Guide to Asset Classes & ETFs | Charles Schwab

  View the Schwab Intelligent Portfolios Guide on Asset Classes.

• Investing Basics: Frequently Asked | Charles Schwab

  Do you have questions about investing? Here are Charles Schwab’s frequently asked questions about how to invest.

• How to Read Your Brokerage 1099 Form | Charles Schwab

  The 1099 is a tax form issued by your brokerage firm to help you report your taxable investment income to the IRS.

• Estate Planning Basics for Low Interest Rates | Charles Schwab

  Curious about estate planning basics? Learn about three estate planning strategies that you can consider using in low interest rate environments.

• Thematic Investing | Charles Schwab

  With Schwab Investing Themes™, you can discover and invest in trends and new opportunities in over 40 themes built with our proprietary research.