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• 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.

• Media | Charles Schwab

• Understanding Futures Margin | Charles Schwab

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

• 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.

• 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.

• Deferring Capital Gains Taxes With a 1031 Exchange | Charles Schwab

  A 1031 exchange can help you defer capital gains taxes on one investment property by investing sale proceeds into another. Learn how a 1031 exchange works.

• 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.

• 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.

• Schwab Intelligent Portfolios FAQs | Charles Schwab

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

• Revocable Living Trust vs. Will | Charles Schwab

  Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.