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Focusing on a Tax Refund? Do Some Planning Instead


Getting a tax refund can feel great. But doing more careful tax planning can reap even bigger rewards.
Stock Market Investing Is—and Isn’t—Black & White


The 2022 Schwab-Ariel Black Investor Survey shows both progress and opportunities for addressing wealth inequality.
How Can We Boost Teens' Financial Literacy?


We've made progress in teaching our nation’s teens about money, but there's much more to do.
Gig Workers: How Are You Managing Your Money?


As an independent contractor, you're not only your own boss, you're your own CFO. And there's a lot to think about.
Have You Considered These 4 Retirement Risks?


There are many unknowns when it comes to planning for retirement. Make sure you have a plan to address the biggest risks.
Spooked by Market Declines? Don't Panic—S.T.O.P.


When it comes to investing, our emotions are not our friend. Instead of panicking, S.T.O.P.
#BreakTheBias—Women and Investing


This International Women’s Day, let’s confront—and help break—the financial biases women still face.
Questions New Investors Are Afraid to Ask: Part 3


You’ve got the basic concepts and tools, so are you ready to invest? Not quite. Read part 3 before you buy.
Questions New Investors Are Afraid to Ask: Part 1


New to investing? Here’s Part 1 of a 3-part series to answer questions and help you move forward with confidence.
Budget Busters and Boosters for a Fresh Start


The new year can be the ideal time to give your finances a fresh look—and a fresh start.
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Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.
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