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• When Markets Dip, Don't Drop Out | Charles Schwab

  An extreme downturn in the market can shake your confidence. While staying the course may be hard, it can be healthier for your portfolio—learn why....

• Travel Planning | Charles Schwab

  Learn tips for keeping costs low and managing your money while traveling.

• ETF (Exchange-Traded Fund) | Charles Schwab

  or ETF investing? Charles Schwab provides exchange-traded funds and ETF tools to help you diversify your portfolio....

• Social Security: A Smart Part of Financial Planning | Charles Schwab

  Your Social Security contributions can total hundreds of thousands of dollars over your career. How can you make focused decisions to maximize and protect your future benefits?...

• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio....

• Market Commentary | Charles Schwab

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

• Tax Loss Harvesting | Charles Schwab

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

• Noncash Charitable Contributions for Tax-Smart Giving | Charles Schwab

  such as real estate or stock to make noncash charitable contributions can help maximize your impact and reduce your taxes....

• 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...

• ESPPs | Charles Schwab

  employee stock purchase plans (ESPPs), a form of equity compensation, which allows you to buy shares of your company’s stock at a discounted price....