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• A Lump Sum vs. an Annuity: How to Decide | Charles Schwab

  Deciding between a lump sum vs. an annuity to see which makes sense for you? Learn how factors like life expectancy, family, and income can help you decide.

• Asset Classes: Stocks, Bonds, and Commodities | Charles Schwab

  Learn about different asset classes (stocks, bonds, commodities, and more) and the unique role each plays in a diversified portfolio.

• Tariffs and Corporate Bonds: 3 Things to Know Now | Charles Schwab

  With markets volatile amid tariff uncertainty, here are three takeaways on preferred securities, investment-grade and high-yield corporate bonds.

• How to Make a Budget | Charles Schwab

  Putting together a budget is a crucial step in taking control of your financial wellness. In this video, we walk you through our basic steps towards creating a useful budget.

• Understanding Futures Margin | Charles Schwab

  Learn how changes in futures prices affect margin and your account.

• Why Does Sentiment Not Match Hard Data? | Charles Schwab

  Liz Ann Sonders and Kathy Jones analyze the divergence between hard economic data and consumer sentiment in the markets.

• Open a Schwab account online | Charles Schwab

  Open a Schwab account online today to start saving, trading or investing. We offer brokerage, IRA, checking and Schwab Intelligent Portfolios online.

• 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.

• Are California Fires a Risk to the Muni Market? | Charles Schwab

  The wildfires may affect some municipal bond issuers in the devastated areas around Los Angeles. Here's what muni bond investors should know.

• How a Risk Reversal Options Strategy Works | Charles Schwab

  Having a risk reversal options strategy provides downside protection to the level of the purchased put option but limits the upside potential of a long stock position to the strike of the short call option. Here's how this strategy works.