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• Windhaven - Global Investment Management | Charles Schwab

  Windhaven's global investment management approach seeks to capture most of the upside of markets and less of the downside with a choice of three broadly diversified global portfolios.

• Should You Consider an Adjustable-Rate Mortgage? | Charles Schwab

  Adjustable-rate mortgages are on the rise—but are they right for you?

• How to Avoid Capital Gains Tax on Home Sale | Charles Schwab

  Record-high home prices could mean outsized capital gains taxes on home sales. Learn how to manage your cost basis to keep your tax liability as low as possible.

• View the Schwab Trading Activity Index™ | Charles Schwab

  Get a snapshot of investor sentiment using data from a sample of accounts of real investors with the Schwab Trading Activity Index (STAX).

• RMD for IRA Withdrawal: Age 73 and Over | Charles Schwab | Charles Schwab

  Understand all the facts and rules you need to know about Required Minimum Distributions (RMDs) and your IRA. These are required by law once you reach age 73.

• Schwab Intelligent Income™ | Charles Schwab | Charles Schwab

  Generate a monthly paycheck for retirement or other income needs with automated tax-smart withdrawals through Schwab Intelligent Income™.

• Schwab Advisor Network - Local Investment Advisors | Charles Schwab

  Let Schwab refer you to a local independent investment advisor through Schwab Advisor Network. Experienced advisors can offer you specialized guidance for your wealth management needs.

• Investing Basics: Fundamental Analysis | Charles Schwab

  When deciding which stocks to buy, investors don't just guess. Learn how to use financial statements to decide if a stock is a good investment.

• How to Buy Gold to Diversify Your Portfolio | Charles Schwab

  Are you wondering how to buy gold or add gold investments to your portfolio? Learn about different alternatives and their pros and cons.

• How to Help Protect Yourself From Medicare Scams | Charles Schwab

  Medicare fraud can take many forms, but the most common scams try to trick you into providing sensitive data. Consider these three tips to avoid Medicare scams.