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• 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....

• Are Behavioral Biases Costing You Money? | Charles Schwab

  sometimes it's difficult to make rational decisions. Discover how behavioral biases could be impeding your financial goals....

• 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....

• Investing Basics: Planning for Retirement | Charles Schwab

  setting a retirement goal, choosing between a Roth and Traditional IRA, and deciding how to manage your investments....

• Calculate the Sharpe Ratio to Gauge Risk | Charles Schwab

  to gauge risk, compare investments, and make informed decisions based on risk-adjusted returns in your portfolio....

• What is Performance Stock (PSUs and PSAs)? | Charles Schwab | Charles Schwab

  units (PSUs) and performance stock awards (PSAs), including how to enroll and how they may impact your taxes....

• Protective Indexed Annuity II | Charles Schwab

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