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• Why Diversification Matters | Charles Schwab

  Over the past 30 years, stocks posted an average annual return of 10.4%, and bonds 6.8%. But actual returns varied widely from year to year.

• Navigating the Markets: Tariffs and Trade | Charles Schwab

  Schwab’s chief strategists share their perspectives on the tariffs, trade and the markets.

• The Case for Actively Managed Bond Funds | Charles Schwab

  Actively managed bond funds have historically outperformed the broader bond market. Discover how they work and what to consider when researching them.

• Is Social Security Taxable? 4 Ways to Minimize Taxes | Charles Schwab

  Is Social Security taxable? Above a certain income threshold, it can be. Learn more and discover four ways to help minimize taxes on your benefits.

• Investors Riding the Waves in Unsteady Bond Market | Charles Schwab

  Fast-paced policy changes out of Washington are roiling the bond market, leading fixed income investors to wrestle with whether they should buy, hold, or sell.

• Small Business Retirement Plans | Charles Schwab

  Looking for a retirement plan or business investing account? Schwab offers a range of small business solutions to help you manage your finances.

• Schwab's Market Perspective: On Firmer Ground? | Charles Schwab

  What to expect from the stock and bond markets? Here's Schwab's perspective.

• ESPP Taxes Explainer | Charles Schwab

  ESPP taxes don't have to be overly complicated — learn how employee stock purchase plans are taxed and what documents you need to file in the U.S.

• Theta Decay in Options Trading: Strategies to Know | Charles Schwab

  Explore the concept of theta in options and discover three trading strategies focused on time decay, also referred to as theta decay.

• Is It Time to Reboot Your New Year's Resolutions? (Rebroadcast) | Charles Schwab

  If you set New Year's resolutions, have you fallen off track? Were you too overwhelmed to set resolutions? In either case, we have some helpful strategies to reboot your New Year's resolutions or get started on some new goals.