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• Mortgage Rate Calculator | Schwab Bank

  Use this online Mortgage Rate Calculator to get a customized mortgage rate quote whether you want to buy a house or refinance your existing home loan.

• Rebalancing in Action | Charles Schwab

  Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.

• Tax Loss Harvesting | Charles Schwab

  Learn about tax-loss harvesting and how it may impact your taxes.

• Markets and Economy | Charles Schwab

  Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

• Find and Invest in Mutual Funds | Charles Schwab

  Find the right mutual funds for your portfolio. Schwab offers the tools to research, compare and invest in mutual funds all in one place.

• Ways to Invest | Charles Schwab

  Explore multiple ways to invest with Schwab. Work with an advisor, get automated investing, or manage your own investments to meet your financial goals.

• Schwab Custodial IRA Account Application | Charles Schwab

  By signing this Application, you hereby adopt the Individual Retirement Plan that names Charles Schwab & Co., Inc. as Custodian of this Account, as further explained in the Charles Schwab & Co., Inc. Individual Retirement Plan.

• Trust, Estate & Charitable Accounts | Charles Schwab

  Schwab can help with estate planning—whether it's consolidating assets, buying and selling securities, or managing cash flow to cover expenses and pay taxes.

• Schwab Intelligent Portfolios FAQs | Charles Schwab

  Get answers to the most commonly asked questions about Schwab Intelligent Portfolios®.

• Custodial Account Transfer | Schwab One® Custodial Account | Charles Schwab

  Find a wealth of resources to help you better understand how to manage and plan for financial well-being.