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• Ways to Help Reduce Risk in Your Portfolio | Charles Schwab

  A market downturn can expose risk in your portfolio. Learn how to help manage portfolio risk by aligning your investment strategy with your risk tolerance.

• Contact Us | Customer Service | Charles Schwab

  If you're looking for assistance with your Schwab account, please contact Charles Schwab customer service. We're happy to help anytime.

• How to Use Walk Limit Orders for Options Trading | Charles Schwab

  Schwab's Walk Limit orders for options automate the process of placing limit orders, increasing or decreasing the price for traders along the bid/ask spread.

• Tax-Efficient Investing | Charles Schwab

  Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.

• Portfolio Customization Tips | Charles Schwab

  Learn about ways you can personalize your Schwab Intelligent Portfolios account along with key feature benefits and activation tips.

• 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 Intelligent Portfolios™ Asset Allocation White Paper | Charles Schwab

  Understand the Asset Classes that are included across Schwab Intelligent Portfolios.

• Energy: Powering Artificial Intelligence? | Charles Schwab

  Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.

• Fixed Income Mid-Year Outlook (2025) | Charles Schwab

  Volatility will likely continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt and economic uncertainty.

• Privacy Notice for U.S. Residents | Charles Schwab

  This Privacy Notice for U.S. residents ("Notice") supplements The Charles Schwab Corporation's Privacy Notice and applies to all individuals who reside in the United States and United States Territories.