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• Schwab Wealth Trust Services™ Fee schedule and information | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit Cards

• What the Fed Rate Cut Means (With Claudia Sahm) | Charles Schwab

  Kathy Jones and Liz Ann Sonders analyze the market's reaction to the Fed's 50 bps rate cut.

• Tax-Smart Ways to Gift Stock | Charles Schwab

  Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.

• 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.

• 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.

• How to reinvest dividends | Charles Schwab

  Discover how to find equities that pay dividends and learn how you can reinvest them.

• 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.

• Investing Principles | Charles Schwab

  The fundamentals you need for investing success. Schwab can help you create or update your financial plan using these investing basics.

• What is the Sunk Cost Fallacy and How Does It Work? | Charles Schwab

  The sunk cost fallacy is the irrational idea that you should keep investing in something just because you've already invested time or money in it. Learn more.

• Inflation, Deflation, and Stagflation Explained | Charles Schwab

  Inflation is a period of generally rising prices, and there are many ways that changing prices can impact investment portfolios.