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• How to Value Company Stocks | Charles Schwab

  Analysts use three ratios to help value company stocks: price-to-earnings (P/E), price/earnings-to-growth (PEG), and price-to-book (P/B). Learn how they work.

• Build a Mutual Fund Portfolio - Personalized Portfolio | Charles Schwab

  Find the funds that best complement your portfolio or create a personalized portfolio of mutual funds with our Personalized Portfolio builder tool.

•  Answers to Common Questions About Futures | Charles Schwab

  Learn about the basics of futures contract specifications, including notional value and tick size.

• Should You Consider a Roth 401(k)? | Charles Schwab

  With their tax-free earnings and large contribution limits, Roth 401(k)s could be a useful addition to the retirement-savings toolbox.

• Technical Indicators: 3 Trading Traps to Avoid | Charles Schwab

  A stock's price patterns can help identify entry and exit points, but don't be misled. Learn three common technical trading traps and how to avoid them.

• Tax-Loss Harvesting | Charles Schwab

  Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it.

• Advisory Programs Referenced in our CRS-IA | Charles Schwab

  See our advisory programs that provide different services, investments, account minimums, and levels of monitoring.

• Trading Futures vs. Stocks | Charles Schwab

  Stocks and futures both trade on exchanges, but that's where the similarities end. Futures contracts expire on a set date and can be traded using much more leverage.

• Schwab Custodial IRA Account Reregistration Application | Charles Schwab

  Use this form to reregister a Schwab IRA account with Custodial (UGMA or UTMA) registration to a Schwab IRA account once you have reached the age at which your custodial relationship ends according to your state law. Or use this form to reregister a Schwab Minor Inherited IRA account to an Inherited IRA account.

• Diversify to Manage Risk | Charles Schwab

  Investing too much in any single sector or asset class can result in major losses when markets are volatile. Listen to one woman's experience.