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• 4 Borrowing Strategies to Consider for Big Expenses | Charles Schwab

  Using debt strategically, and wisely, can help you achieve important financial goals or cover an unexpected expense. Learn about four loan types.

• Bonds | Charles Schwab

  Read our views on trends in the fixed income market.

• Save on Taxes with Qualified Charitable Distributions | Charles Schwab

  QCDs can be an effective way to give to charity as well as reduce your tax bill, since they are excludable from taxable income.

• Unwrap a New Approach to Holiday Spending | Charles Schwab

  Consider these nine ideas to help you take control of holiday spending and avoid a financial hangover in the New Year.

• 5 Questions to Ask Before a Big Purchase | Charles Schwab

  Avoid surprises by asking key questions before a big purchase or payment. Sometimes borrowing may make more sense than pulling money out of your portfolio.

• Wealth Management Services | Charles Schwab Private Wealth Services

  With Schwab Private Wealth Services, you get priority access to our highest level of professional guidance – a dedicated team of private wealth management specialists, priority service, and more.

• Margin Loan Risks & Benefits | Charles Schwab

  Margin loans offer an opportunity to increase your investment return, but any loan has risk. Schwab helps you learn the benefits and risks of margin trading.

• Tax basics | Schwab

  Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.

• 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.

• Satisfaction Guarantee | Charles Schwab

  The Satisfaction Guarantee for Schwab's participating Investment Advisory Services, part of our commitment to help you get the right guidance for your financial goals.