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Schwab Signature Services e.Bulletin -- November 2001 **************************************************************** In this issue: 1. Estate Tax Reform: Good News and Bad News 2. Daily Market Summary 3. October Market Summary 4. Streamlined, Enhanced Features on Retirement Planner 5. Fund industry leaders discuss investing strategies 6. Take a Drive Down OptionStreet 7. Schedule a Consultation Today! **************************************************************** ---------------------------------------------------------------- 1. Estate Tax Reform: Good News and Bad News ---------------------------------------------------------------- The reform legislation recently passed by Congress adds new intricacies to the complex world of estate taxes. For individual investors, the reforms contain good and bad news, as well as a calendar wild card - in the year 2011, Congress will vote to reinstate tax laws in effect during 2001. This analysis offers a review of the current estate tax environment, then describes the major components of the reform legislation. You can use this excellent, data-rich overview as the foundation for discussing estate taxes with your financial advisor. Read the full article Go to: http://schwab.ed10.net/ud/54CK/ONKM/DK0O/9A/M9JBK8 ---------------------------------------------------------------- 2. Daily Market Summary ---------------------------------------------------------------- At the end of the day, read Daily Market Summary for a recap of today's market activity*. * The content on this page is updated daily, after the market close. No matter when you click on this link, you'll get the most current Daily Market Recap. Save this e.Bulletin or bookmark the page and get a new market recap at the end of each business day. Go to: http://schwab.ed10.net/ud/54CK/6ZHU/DK0O/6C/M9JBK8 ---------------------------------------------------------------- 3. October Market Summary ---------------------------------------------------------------- Get a summary of economic events that shaped the markets in October. Go to: http://schwab.ed10.net/ud/54CK/MRWM/DK0O/UP/M9JBK8 ---------------------------------------------------------------- 4. Streamlined, Enhanced Features on Retirement Planner ---------------------------------------------------------------- The year's fourth quarter is a good time to review your retirement planning. Our latest version of Schwab's Retirement Planner makes it easier than ever to see how your retirement assets may grow to meet your retirement goals. For example, the new version of Planner no longer requires you to input returns on investments, instead we'll show you what returns you may achieve. The new Retirement Planner will automatically factor in volatility and risk associated with a particular portfolio. It will rapidly calculate 5,000 potential scenarios and generate projected results over a given time frame by utilizing the selected assets in your Schwab portfolio. It provides valuable data for your retirement roadmap. You can even sign up for periodic email reminders to revisit your plan! Check out these new features at Retirement Planning. Go to: http://schwab.ed10.net/ud/54CK/XGRS/DK0O/ID/M9JBK8 ---------------------------------------------------------------- 5. Fund industry leaders discuss investing strategies ---------------------------------------------------------------- In the present market environment the need for information is greater than ever. And now investors can get the perspectives of industry veterans by visiting Schwab DirectDetail (TM). Portfolio managers from Janus, INVESCO, American Century, Dreyfus, Firsthand and SchwabFunds discuss topics such as their approach to current market conditions and the strategy behind their funds. Read the latest market commentary from these industry leaders today at DirectDetail on schwab.com. Go to: http://schwab.ed10.net/ud/54CK/MRW4/DK0O/82/M9JBK8 ---------------------------------------------------------------- 6. Take a Drive Down OptionStreet ---------------------------------------------------------------- OptionStreet, Schwab's new online options center is designed to make trading options easier than ever. This site offers an integrated trading experience that combines powerful trading tools with objective education and helpful resources. OptionStreet features Option Builder, a unique suite of tools that streamline your multi-leg trades. Learn how options can help you gain greater control over your portfolio by visiting OptionStreet on schwab.com. Go to: http://schwab.ed10.net/ud/54CK/EDVV/DK0O/4O/M9JBK8 (Clients without option approval can access the Trader's Tools and Options Services links, but may not place option trades.) Multiple leg option strategies will involve multiple commissions. Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Call your local Schwab office or write Charles Schwab & Co., Inc. at 101 Montgomery Street, San Francisco CA 94104 for a current copy. Access to services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades or for other reasons. (C)2001 Charles Schwab & Co., Inc. All rights reserved. Member SIPC/New York Stock Exchange, Inc. ---------------------------------------------------------------- 7. Schedule a Consultation Today! ---------------------------------------------------------------- Could you benefit from a discussion of your financial goals with a knowledgeable professional? Schwab can help. As a service to our customers, Schwab is offering a complimentary initial consultation for you to discuss your needs in the areas of college planning, retirement planning, estate planning, and other key aspects of personal finance. You'll come away with a better understanding of how Schwab can help and a personalized action plan of next steps you can take to help you meet your financial goals. There's no obligation. To schedule an Initial Consultation at a participating Schwab office, call 888-485-9876. **************************************************************** Thinking of selling? How will it affect your taxes? If you're planning to sell a security or switch to a new investment, Sell Analyzer can help you. Sell Analyzer examines the potential tax consequences of your transaction so you can proceed with increased confidence. Log in Go to: http://schwab.ed10.net/ud/54CK/VHSJ/DK0O/VU/M9JBK8 **************************************************************** Small business owners -Are you making the most of your retirement plans? Take advantage of today's tax laws for you and your employees. Learn More Go to: http://schwab.ed10.net/ud/54CK/Z6NP/DK0O/KI/M9JBK8 **************************************************************** **************************************************************** Faster Trade Confirmations with eConfirms Receive electronic trade confirmations via email in as little as 24 hours. Get multiple trades (per account, per day) in a single eConfirm. Log in Go to: http://schwab.ed10.net/ud/54CK/WBJN/DK0O/W1/M9JBK8 **************************************************************** **************************************************************** November Quiz How much do you know about Market Indicators? Take the quiz. Go to: http://schwab.ed10.net/ud/54CK/DKCZ/DK0O/LE/M9JBK8 **************************************************************** **************************************************************** Save Paper! Get your documents online Sign-up for eDocuments and you can receive shareholder documents, annual reports, and more via email. Sign up now! Go to: http://schwab.ed10.net/ud/54CK/UT9N/DK0O/UP/M9JBK8 **************************************************************** **************************************************************** For a prospectus containing more complete information, including management fees, charges and expenses please call Schwab at 800-435-8804. Please read the prospectus carefully before you invest or send money. **************************************************************** ---------------------------------------------------------------- Do we have your current email address? ---------------------------------------------------------------- Log on to the page that will allow you to update your email address securely. For your protection, we are unable to accept instructions to change your email address sent in reply to this message. Go to: http://schwab.ed10.net/ud/54CK/XGR1/DK0O/JY/M9JBK8 ---------------------------------------------------------------- To unsubscribe, ask account service questions, or provide feedback ---------------------------------------------------------------- The Schwab e.Bulletin is a complimentary subscription for our clients. If you would prefer not to receive this in the future: 1. Log on to your account. Go to: http://schwab.ed10.net/ud/54CK/UTSP/DK0O/UP/M9JBK8 2. Under "My Alerts," check the box marked "delete" next to e.Bulletin and then click "submit." For account service questions, please send a secure email by logging on to your account. Go to: http://schwab.ed10.net/ud/54CK/KS4E/DK0O/KI/M9JBK8 To provide feedback about Schwab's e.Bulletin, please send all feedback directly to online.editor@schwab.com. We appreciate your comments! ---------------------------------------------------------------- The Schwab e.Bulletin mailing list is managed and used exclusively by Charles Schwab & Co., Inc. Schwab does not sell or rent information about its customers to any third party. Notice: All email sent to or from the Charles Schwab corporate email system may be retained, monitored, and/or reviewed by Schwab personnel. ©2001 Charles Schwab & Co., Inc. All rights reserved. Member SIPC/NYSE. (1101-13112) [[54CK-DK0O-M9JBK8-T]]
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