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• Comparing Education Savings Accounts | Charles Schwab

  Want to learn about education savings accounts? Check out our side-by-side comparison of 529 plans, Coverdell ESAs, and custodial accounts.

• Market Uncertainty Seems Like the Only Sure Thing | Charles Schwab

  Equity investors have been on a roller-coaster ride in 2025. Uncertainty about tariffs, fiscal policy, the jobs market, and the broader economy means that that may not change anytime soon.

• Get to Know the Options Greeks | Charles Schwab

  Learn how options greeks can help you evaluate the risks and rewards of options contracts.

• Trading the Trend | Charles Schwab

  Are there potential opportunities? It’s important to be educated when it comes to trading and consider risk of capital based on trader’s own risk tolerance and situation.

• What Should You Do If You or Someone You Love Becomes Disabled? | Charles Schwab

  If you or a family member has a disability, what dedicated tools and financial safeguards are available?

• How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab

  Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.

• Trading Platform Innovation at Schwab | Charles Schwab

  Schwab Trading Powered by Ameritrade™ embraces innovation to maintain a world-class trading experience. Schwab's Chesley Spencer helps make that happen.

• What is Cost Basis and How Does It Work? | Charles Schwab

  What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.

• Easy Money? Rate Cuts May Not Ease Borrowing Costs | Charles Schwab

  Learn how cutting rates won't necessarily reduce borrowing costs if the market doesn't agree with the timing. It could raise inflation fears, hurting Treasuries.

• Jodi's Story: How Can You Find a New Career Later in Life? | Charles Schwab

  How one woman changed careers—and found a path that fit with her values.