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• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• Wasmer Schroeder Strategies | Charles Schwab

  For more than 35 years, Wasmer Schroeder Strategies has focused on simplifying fixed income investing by building and professionally managing fixed income strategies across a wide range of portfolio objectives.

• Choosing the Right Charitable Trust for You | Charles Schwab

  Charitable lead trusts and charitable remainder trusts can help satisfy both philanthropic and financial goals. Consider which charitable trust is best for you.

• IRA Rules: 8 Things You Need to Know | Charles Schwab

  Knowing about different IRA rules can help you make better decisions about which type of retirement account best suits your situation.

• A Case for Seeking Extra Yield with Cash | Charles Schwab

  With interest rates higher than they've been in years, there's a strong case for seeking extra yield with your cash holdings. Get a snapshot of recent rates.

• thinkorswim | Charles Schwab

  Take advantage of the award-winning thinkorswim® platform suite and all its cutting-edge tools, now exclusively at Schwab.

• Trade Forex | Charles Schwab Futures and Forex

  Learn how to get your forex account set up, trade forex on the industry-leading thinkorswim trading platforms, and access premium forex education.

• 4 Ways to Trade Currency Pairs | Charles Schwab

  Learn the basics of currency trading and four common strategies that look to take advantage of different market conditions or potential trends.

• What's in the Federal Reserve's Toolbox? | Charles Schwab

  The Fed works to ensure maximum employment and stable prices. Discover four monetary-policy tools the Fed uses that affect interest rates and the stock market.

• How to Make a Budget | Charles Schwab

  Putting together a budget is a crucial step in taking control of your financial wellness. In this video, we walk you through our basic steps towards creating a useful budget.