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• Asset Classes: Stocks, Bonds, and Commodities | Charles Schwab

  Learn about different asset classes (stocks, bonds, commodities, and more) and the unique role each plays in a diversified portfolio.

• Good Debt vs. Bad Debt: How to Use Credit Wisely | Charles Schwab

  Some types of credit can help increase net worth, while others don't. Debt itself shouldn’t be the focus. The decision to borrow money matters just as much.

• A Look at Hard vs. Soft Data | Charles Schwab

  Take a look at hard vs. soft data and learn why trends, for now, will likely remain murky and volatile in the near-term.

• Finding the Right Plan for Retirement | Charles Schwab

  Planning for retirement is an overlooked but important activity. Learn more about retirement planning.

• Business Development Companies (BDCs) | Charles Schwab

  What is a business development company? Explore BDCs, their investment strategies, and the advantages and disadvantages of investing in BDC stock.

• Set Up thinkorswim® Desktop for Options Trading | Charles Schwab

  How to customize the thinkorswim® desktop platform especially for options—streamlining the option chain based on your trading style, setting up custom options screeners, and more.

• Restricted Stock Services | Charles Schwab

  Explore how Charles Schwab is uniquely positioned to offer our restricted stock clients a wide variety of service options and benefits.

• Schwab Intelligent Income™ | Automated withdrawals | Charles Schwab | Charles Schwab

  Generate a monthly paycheck for retirement or other income needs with automated tax-smart withdrawals through Schwab Intelligent Income™.

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• Roth IRA Conversion: Is It Right for You? | Charles Schwab

  A Roth conversion involves moving assets from a retirement plan into your Roth IRA. Learn whether a Roth conversion is right for you and how a conversion works.