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• How to Prioritize Your Finances | Charles Schwab

  Everyone has different financial goals, but there are a few many of us share. In this video, we look to help you decide how to prioritize your goals to stay financially healthy.

• Types of Brokerage Accounts | Charles Schwab

  What type of brokerage account will suit your needs? Read about types of brokerage accounts and the difference between individual and joint brokerage accounts.

• Sector Index Funds and Concentration Risk | Charles Schwab

  In a market-cap weighted sector index fund, a few large stocks can dominate its performance. Consider the concentration risk of buying sector index funds.

• Making Sense of Recent Market Volatility | Charles Schwab

  After a turbulent few days in the market, what strategies should investors consider?

• Earnings Season & High Demand for Corporate Bonds | Charles Schwab

  How have Q4 corporate earnings fared so far, and what's behind the strong demand for investment-grade corporate bonds?

• Rate Cuts Begin, but It's the Message That Matters | Charles Schwab

  As the Fed begins cutting rates, it's important for investors to understand what data the Fed is watching and how that might be a guide to the pace and timing of future actions.

• Balancing Campaign Promises With Economic Realities | Charles Schwab

  The reality of the economy, inflation, debt, and global pressures will present challenges as the next administration looks to implement sweeping promises from the campaign trail.

• The Estate Tax and Lifetime Giving | Charles Schwab

  If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

• The Covered Call Options Strategy | Charles Schwab

  Learn how a covered call options strategy can potentially help you make money if the stock price doesn't move. Consider the risks and benefits of the strategy.

• Become a Better Money Manager | Charles Schwab

  Here's a calendar of financial tips and tasks for the year, including important deadlines and changes.