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• Privacy Notice | Charles Schwab

  What does the Charles Schwab Corporation do with your personal information? Read the Charles Schwab privacy policy.

• Consider This Before Buying Crypto Treasury Stocks | Charles Schwab

  Many investors are paying a premium for cryptocurrency exposure by buying crypto treasury stocks. Here are a few things to consider before buying.

• Does Your Inner Scorekeeper Skew Your Judgement? | Charles Schwab

  How do mental scorecards shape your financial decisions? Professor Daniel Stone joins to unpack how reference points can shape risk, reward, and regret.

• Why You Need an Estate Plan | Charles Schwab

  If we leave unanswered questions about how to settle our affairs, life for those we love could be even more difficult. That’s why answering questions now—and formalizing them in an estate plan—is an important step that shouldn’t wait.

• Direct Indexing with Schwab Personalized Indexing | Charles Schwab

  Direct indexing offers a customizable approach to tax management and portfolio construction. Learn more about Schwab Personalized Indexing.

• Trading Education at Schwab | Charles Schwab

  Education is crucial, and Schwab's Lorraine Gavican-Kerr, managing director of trader education, knows traders can learn new skills, mechanics, and risk management strategies for trading.

• Theta Decay in Options Trading: Strategies to Know | Charles Schwab

  Explore the concept of theta in options and discover three trading strategies focused on time decay, also referred to as theta decay.

• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.

• What are stocks? | Charles Schwab

  What are stocks, and how do stocks work? Schwab can help you understand stock basics and stock types to determine if they fit into your investing strategy.

• Fan Fictions: With Guests Hannah Sung, Crystal Tai & Anuj Shah | Charles Schwab

  How can feeling connected to someone who is essentially a stranger impact your decision-making?