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• What is Tax-Gain Harvesting? | Charles Schwab

  Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.

• Special Needs Trusts: What to Know | Charles Schwab

  Special needs trusts can help protect vulnerable family members without affecting government benefits. Learn how estate owners can pass along financial support.

• Company Earnings | Charles Schwab

  Understand what impact company earnings may have on the market and your investments.

• Schwab's Market Perspective: On Firmer Ground? | Charles Schwab

  What to expect from the stock and bond markets? Here's Schwab's perspective.

• Why a Board of Directors Matters | Charles Schwab

  A board of directors' responsibilities can be critical to a company's success or failure. Find out how to factor board makeup into your investment decisions.

• How Do Robo-Advisors Work? | Charles Schwab

  Find out how a robo-advisor works and what it can do for you.

• Market Commentary | Charles Schwab

  Get our experts' perspective on recent market trends and what they could mean for your investment portfolio....

• 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.