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• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.

• Countdown for Gift and Estate Tax Exemptions | Charles Schwab

  Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.

• Should You Buy a Home? 5 Things to Do First | Charles Schwab

  Think you're ready to buy your first home? Do these five things before stepping into that first open house.

• Become a Better Money Manager | Charles Schwab

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

• How Well Do You Know Market Cap? | Charles Schwab

  Market cap is a key guidepost for anyone building a portfolio. Here's what to know.

• To Fight Another Day | Charles Schwab

  Why do we tend to seek more risk in the face of losses when those losses are only on paper and aren't yet finalized?

• Before the Rate Cut, Our View of the Markets | Charles Schwab

  Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?

• Using Futures for Capital Efficiency | Charles Schwab

  Learn how futures can help traders pursue their objectives while tying up less capital.

• Investment Income taxes | Schwab

  As an investor, you don’t want surprises at tax time. We’ll help you plan ahead with information about capital gains, dividends, interest income, net investment income tax, cost basis, AMT, and more.

• Headwinds & Tailwinds in the Housing Market | Charles Schwab

  Ivy Zelman and Liz Ann Sonders discuss the challenges in the housing market—and find a few reasons to be optimistic.