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• How to Save for Multiple Financial Goals | Charles Schwab

  Saving can be hard to manage when you're juggling multiple savings goals, such as retirement and a down payment. Discover ways to work towards both.

• How to Use Implied Volatility Percentiles | Charles Schwab

  Learn how implied volatility (IV) and historical volatility (HV) percentiles help you when ranking volatility and can help you select various options strategies.

• SIMPLE IRA Contribution Transmittal Form | Charles Schwab

  Use this form to remit SIMPLE IRA contributions for your plan to Schwab. All requested information is required.

• Learning Quest Account Owner Change Form | Charles Schwab

  Use this form to add or replace a Joint Account Owner on your account. To complete this request, all Account Owners, existing and new must sign in Section 4. A new Account Application is not necessary.

• Schwab 529 Plan Agent Authorization Form | Charles Schwab

  Complete this form to designate an Investment Advisor, individual, or other entity as your agent with limited authority to act on your Schwab 529 Plan Account(s).

• Variable Annuities | Charles Schwab | Charles Schwab

  A Schwab variable annuity could help protect and guarantee retirement income. Talk with a Schwab consultant about the right variable annuity for you.

• Why a Board of Directors Matters | Charles Schwab

  A board of directors' responsibilities can be critical to a company's success or failure. Find out how to factor board makeup into your investment decisions.

• Trailing Stop Orders: Mastering Order Types | Charles Schwab

  Trailing stop orders can be useful for traders who want to follow the trend while managing their exit strategy. Learn what they are and how to use them.

• Is Your Investment Portfolio Too Cluttered? | Charles Schwab

  A little bit of streamlining can lighten the load when it comes to portfolio management.

• How Index Funds Could Beat Hedge Funds over Time | Charles Schwab

  Warren Buffett bet $1,000,000 that an index fund would perform better than hedge funds. See how an S&P 500® index fund stacked up against a hedge fund manager's selections.