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• Protective Indexed Annuity II | Charles Schwab

  Protective Indexed Annuity II can help you create a strategy to protect your assets.

• Performance Stock | Charles Schwab

  where shares of company stock are awarded based on achieving a time-based performance target set by your company....

• How to Borrow Money Strategically for a Big Expense | Charles Schwab

  Learn how to approach your next big expense more strategically, whether you plan to pay with cash on hand, liquidate investments, or borrow....

• What Is Dollar-Cost Averaging? | Charles Schwab

  intervals over time—also known as dollar-cost averaging—can help you manage timing risk and stick to your long-term plan....

• What Is a Securities-Based Line of Credit? | Charles Schwab

  A securities-based line of credit allows you to borrow against the value of stocks and bonds in your nonretirement portfolio. Learn if a SBLOC is right for you....

• When Interest Rates Rise, What Should You Do with Bonds? | Charles Schwab

  Bonds can play an important role in your portfolio, but how do rising interest rates affect fixed income?...

• Why a Board of Directors Matters | Charles Schwab

  responsibilities can be critical to a company's success or failure. Find out how to factor board makeup into your investment decisions....

• What is Tax-Gain Harvesting? | Charles Schwab

  Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting....

• Schwab 529 College Savings Plan Payroll Direct Deposit Form | Charles Schwab

  Complete this form to start or change the allocation of your Payroll Deduction instructions on your existing Schwab 529 Plan Account(s)....

• Schwab's Financial and Other Relationships with Mutual Funds | Charles Schwab

  potential conflicts of interest that Schwab may have when you purchase a mutual fund or ETF through your Schwab account....