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• Wash-Sale Rule: How It Works & What to Know | Charles Schwab

  Don’t run afoul of the wash sale rule. Find out how the wash sale rule works and how to identify a "substantially identical" investment.

• Living in Retirement | Charles Schwab

  Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more...

• How Fed rate cuts impact mortgage interest rates | Charles Schwab

  Why aren't mortgage rates falling more quickly? Learn why mortgage interest rates don't necessarily track with Fed rate cuts.

• What are Stock Appreciation Rights (SARs)? | Charles Schwab | Charles Schwab

  Learn about stock appreciation rights (SARs), including how they work, how to participate, and how this form of equity compensation may impact your taxes.

• How Can You Save for College? | Charles Schwab

  What financial tools and strategies are available to those planning for college expenses?

• How to invest cash to pursue long-term goals | Charles Schwab

  Thinking about reallocating cash now that yields have fallen? Explore investment ideas as you rebalance your portfolio to pursue long-term goals.

• How Can You Get Started with an IRA? | Charles Schwab

  What are some of the incentives for younger investors to start saving for retirement?

• How to Buy Stocks in 4 Steps for Beginners | Charles Schwab

  From square one to your first trade: This video will teach you what a stock is, what to consider when trading, and how to actually place the trade on schwab.com....

• Managing Equity Awards in a Down Market | Charles Schwab | Charles Schwab

  Wondering how to manage an equity award during a down market? Learn what to keep in mind and what to consider during times of volatility....

• Commodity ETFs | Charles Schwab

  What are commodity exchange-traded funds (ETFs)? What are the benefits and risks of including them in your financial portfolio?...