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• 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.

• 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.

• Schwab Intelligent Portfolios FAQs | Charles Schwab

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

• 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.

• 3 Sophisticated Cybercrimes | Charles Schwab

  Cybercrime has become coordinated and alarmingly effective. Consider these tips to guard against tech support fraud, SIM swapping, and cryptocurrency scams.

• 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.

• Time to Return to Fundamentals? | Charles Schwab

  Fundamentally weighted indexing can potentially mitigate risk and help your portfolio ride out market turbulence. Learn more about the strategy.

• Margin Calls: What You Can Expect | Charles Schwab

  Received your first margin call and not sure what to do? Learn how to respond and discover some helpful strategies that may help you manage your risk.

• TIPS and Inflation | Charles Schwab

  Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.