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• Test Your Tax Knowledge | Charles Schwab

  How tax-savvy are you? Test your knowledge with our 10-question tax quiz.

• How to update trusted contacts and beneficiaries | Charles Schwab

  Make sure we can reach you if needed, and make sure your wishes are known.

• The Business of Consulting | Charles Schwab

  If you're ready to leave an employer and strike out on your own as a consultant, it helps to plan ahead, set up a separate business structure, and make sure you're properly insured.

• Compare Our Intelligent Solutions | Charles Schwab

  Automated investing plus human help when you need it. Discover which solution is right for you.

• Ways to Invest | Charles Schwab

  Explore multiple ways to invest with Schwab. Work with an advisor, get automated investing, or manage your own investments to meet your financial goals.

• Gifting Appreciated Stock to Kids | Charles Schwab

  Can you gift stocks to your children or grandchildren and potentially avoid capital gains? Learn more about the considerations to make when gifting stock to kids.

• Portfolio Management | Charles Schwab

  Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.

• Security Based Loans | Charles Schwab

  Learn more about the different ways you can borrow against your brokerage account and the risks involved.

• Fundamental Analysis | Charles Schwab

  Examine economic and financial factors to estimate a security's value.

• Schwab Intelligent Portfolios Investing Insights | Charles Schwab

  Learn more about how automated investing can help you build and manage your portfolio