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• Trading Brilliantly at Schwab | Charles Schwab

  Pattern recognition and stress management are big components of trading. James Kostulias, Schwab's head of trading services, weighs in on areas traders may focus on.

• Schwab Futures and Forex daily Forex obligation February 2025 | Charles Schwab

• Portfolio Margin Explained | Charles Schwab

  Introducing the benefits and risks of Portfolio Margin as compared to Regulation T.

• Bull vs. Bear Markets: What Investors Should Know | Charles Schwab

  Learn how to identify market phases and how, as an investor, you should consider trading in bull markets versus bear markets.

• Coding Custom Indicators on thinkorswim® | Charles Schwab

  thinkorswim® offers a way for traders to code their own customized indicators to their specifications so they can make informed trading decisions.

• What to Know About Margin | Charles Schwab

  Here are some things to consider when using margin and four tips for managing your risk.

• How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab

  Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.

• Irrevocable Stock or Bond Power Form (for unsigned certificates) | Charles Schwab

  In order to process your transaction, please complete and sign this form to transfer your certificate(s) to Schwab for deposit into your Schwab account.

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• Trading Platform Innovation at Schwab | Charles Schwab

  Schwab Trading Powered by Ameritrade™ embraces innovation to maintain a world-class trading experience. Schwab's Chesley Spencer helps make that happen.