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• Financial Planning - Are You on Track to Your Goals? | Charles Schwab

  Financial planning can help increase your odds of meeting your investment goals—and Schwab can help you get started at no cost.

• Thematic Investing - Browse our 40+ Themes

  Ready, set, explore our themes. · Caffeinated Drinks · Social Networking · Pet Passion · Workforce Diversity Leaders · Electric Vehicles · Cyber Security

• Financial Planning Tools & Calculators | Charles Schwab

  Schwab's financial planning tools can help you get the answers you need to your investing questions covering everything from how much you need to retire comfortably, to tuition savings goals, and more.

• Invest in Portfolio Solutions - Mutual Funds |Charles Schwab | Charles Schwab

  Choose a mutual fund portfolio solution -which are automatically rebalanced keeping you on track and saving you time.

• Plan and Invest with a Professional Advisor | Charles Schwab

  Your Schwab Financial Consultant will help you understand where your money is invested, how your investments perform and offer guidance based on your needs.

• Eligible Schwab Account | Charles Schwab

  The Platinum Card® from American Express Exclusively for Charles Schwab and the Charles Schwab Investor Credit Card® from American Express are only available to you if you maintain an eligible account at Schwab (an “eligible account”).

• Investment Professionals' Compensation | Charles Schwab

  How We Compensate Our Investment Professionals.

• Inherited IRA Distribution Rules | Charles Schwab

  Unlike transferred IRAs, Inherited IRA rules require you to take annual distributions no matter your age. Explore more about Inherited IRA distribution rules.

• Business continuity and contingency planning | Charles Schwab

• Options Greeks | Charles Schwab

  Discover how options Greeks such as Theta, Vega, and Delta, and more can help you evaluate the risks and rewards of trading options.