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• sls48482.pdf

  after age 59½; (2) on account of disability or death; (3) to pay up to $10,000 of the expenses of purchasing a first home; or (4) to cover birth or adoption expenses of up to $5,000. Withdrawals that do...intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA...

• Artificial Intelligence With Matt Andresen | Charles Schwab

  Matt Andresen works with quantitative trading, building models and computer programs to analyze markets and place trades. Do machines need great traders to teach them how to trade?

• Introduction to the thinkorswim® Desktop Platform | Charles Schwab

  Welcome to thinkorswim®. In this video we'll provide a high-level tour of the most commonly used features of the thinkorswim trading platform.

• Recent Market Volatility & the Role of Fixed Income | Charles Schwab

  Kathy Jones interviews Matt Hastings about the challenges of managing fixed income portfolios.

• 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.

• Automated Investing | Schwab Intelligent Portfolios | Charles Schwab

  Schwab Intelligent Portfolios® is investing made easy. Our robo-advisor builds, monitors, and rebalances a diversified portfolio of exchange-traded funds.

• Accounts Overview – Investing Goals | Charles Schwab

  Schwab makes it easy to choose the right account for your financial goals. Learn about investment and savings accounts we offer and find the right fit for you.

• Frequently Asked Questions from Investors | Charles Schwab

  Kathy Jones and Liz Ann Sonders answer some of the most common questions from investors—and provide their weekly market outlook.

• Getting Started with Options (Week 10 of 10) | Charles Schwab

  In this video, we discuss an example 3-step process for selecting a specific options strategy out of the dozens available.

• Brokered CDs vs. Bank CDs | Charles Schwab

  Brokered CDs vs. bank CDs: how do they compare? Discover the potential benefits and risks of brokered CDs and how they differ from bank-issued CDs.