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• Save on Taxes with Qualified Charitable Distributions | Charles Schwab

  QCDs can be an effective way to give to charity as well as reduce your tax bill, since they are excludable from taxable income.

• Investing Basics: Fundamental Analysis | Charles Schwab

  When deciding which stocks to buy, investors don't just guess. Learn how to use financial statements to decide if a stock is a good investment.

• What is Thematic Investing? | Charles Schwab

  Thematic investments target ideas, personal values, or trends that don't fit squarely into existing industry classifications.

• Understanding S&P 500 Futures | Charles Schwab

  S&P 500 futures provide exposure to individual stocks in the index. But trading futures differs from trading equities. Learn how futures work and how they're used.

• What's an Index? The Dow®, S&P 500® & Nasdaq Explained | Charles Schwab

  You've probably heard about the Dow®, S&P 500®, and Nasdaq—but what does an index actually tell you? Learn why indexes matter to investors.

• Home Lending: Refinancing, Cash-Out Refi & HELOC | Charles Schwab

  Home lending options can open up new financial opportunities, including money for home improvements. Learn about refinancing, cash-out refis, HELOCs, and more.

• Investment Expense: What's Tax Deductible? | Charles Schwab

  The IRS allows various tax deductions for investment-related expenses, if they're related to taxable investment income. Find out if your expenses qualify.

• Understanding Futures Margin | Charles Schwab

  Learn how changes in futures prices affect margin and your account.

• Schwab Intelligent Portfolios FAQs | Charles Schwab

  Get answers to the most commonly asked questions about Schwab Intelligent Portfolios®.

• What Is Direct Indexing? | Charles Schwab

  Wondering what is direct indexing and is it right for you? Learn more about the features of direct indexing to see if it fits your investing objectives.