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• Liquid Alternatives: Getting the Mix Right | Charles Schwab

  Liquid alternatives offer access to unconventional strategies and risks. Learn what to ask before ordering up a liquid alternative exchange-traded fund (ETF)....

• Power of Long-Term Compound Interest Investments | Charles Schwab

  investments can potentially drive returns over a long period, but there are a few things to consider. Here's what to know....

• A Primer on Selling Options | Charles Schwab

  Selling options can be risky. Learn the basics of shorting options, including how to sell put options, what a short call option is, and more....

• Inflation Reduction Act Summary | Charles Schwab

  Reduction Act? Our summary discusses how it aims to combat climate change and increase tax revenues. Learn what it could mean for you....

• How to Minimize the Risk of an IRS Audit | Charles Schwab

  A number of tax audits result from preventable mistakes. Learn what you can do to help avoid the five most common IRS audit red flags....

• Stop Orders: Mastering Order Types | Charles Schwab

  Stop orders can help traders gain more control of their trade objectives. Learn what a stop order is, how it works, and when you might consider using one....

• Business Development Companies (BDCs) | Charles Schwab

  What is a business development company? Explore BDCs, their investment strategies, and the advantages and disadvantages of investing in BDC stock....

• You've just inherited a retirement account. Now what? | Charles Schwab

  Inherited IRA (pre-Secure Act)

• Option Traders: How Portfolio Margin Works | Charles Schwab

  to qualified Schwab clients who have a margin account and meet the requirements. Learn more about what it is, how it works, and the risks involved....

• ISO Taxes: A Guide | Charles Schwab

  ISO taxes don't have to be overly complicated — learn how incentive stock options are taxed and what documents you need to file in the U.S....