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• Financial Exploitation Checklist | Charles Schwab

  Use this checklist to raise awareness and educate yourself, your family, and community members.

• How to check my positions | Charles Schwab

  Quickly see the value of your holdings, any gains or losses, and make decisions about reinvesting dividends....

• Financial Caregiving 101 |Charles Schwab

  Explore the different types of caregivers and how they can help you manage your money and assets through life's journeys....

• Smart Beta ETFs | Charles Schwab

  What are smart beta ETFs and are they right for you? Learn about their benefits and risks as well as the rules associated with them.

• Commodity mutual funds | Charles Schwab

  Commodity mutual funds provide exposure to the price changes of raw materials, such as agricultural goods, natural resources, and metals.

• Beyond Nvidia: How the AI Picture Could Evolve for Investors | Charles Schwab

  Almost every industry could ultimately incorporate AI, leaving a puzzle for investors seeking exposure. Using the internet as an example may provide some breadcrumbs.

• Planning for Diminished Capacity | Charles Schwab

  Learn more about the preparation process to help you and your family should you ever have diminished financial capacity....

• Asset Allocation Mutual Funds | Charles Schwab

  Asset allocation mutual funds let you own a mix of equity and fixed income securities to achieve a goal such as income generation or capital appreciation.

• View the Schwab Trading Activity Index™ | Charles Schwab

  Get a snapshot of investor sentiment using data from a sample of accounts of real investors with the Schwab Trading Activity Index (STAX).

• Equity mutual funds | Charles Schwab

  Learn about equity mutual funds at Schwab.