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• How to 'Summer-ize' Your Portfolio, Budget, & Life | Charles Schwab

  Summer markets can pose unique twists but also opportunities. Here are some investor need-to-knows before you head off for vacation.

• Schwab 529 College Savings Plan Incoming Rollover Form | Charles Schwab

  Complete this form to initiate a direct rollover from another 529 college savings plan or an Education Savings Account to an existing Account in the Schwab 529 Plan.

• Basics of Margin Trading for Investors | Charles Schwab

  Buying on margin can magnify your returns, but it can also increase your losses. Learn the basics, benefits, and risks of margin trading.

• The Power of Do-Overs: With Guests Jeff Ryan & Marissa Sharif | Charles Schwab

  When faced with a challenging goal, is it better to give yourself some slack?

• Introduction to thinkorswim® Web | Charles Schwab

  In this tutorial, we'll take a tour of the thinkorswim® web platform and show you how to get started.

• Learning Quest 529 Plan Designated Beneficiary Change Form | Charles Schwab

  Complete this form if you would like to change the Designated Beneficiary on your Learning Quest 529 Plan Account.

• Supplemental Trust Account Application for Entity Trustees | Charles Schwab

  Use this form for new account opening or updating an existing Schwab account.

• Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab

  The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.

• Not by a Long Shot: With Guests Katia Jordan & Craig Fox | Charles Schwab

  Why do we have trouble estimating the odds of rare events?

• Schwab Trading Activity Index™ (STAX) | Charles Schwab

  Learn how the Schwab Trading Activity Index (STAX) tracks investor sentiment in the market over time and how you can use it as a powerful investing guide.