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• Restricted Stock Services | Charles Schwab

  Explore how Charles Schwab is uniquely positioned to offer our restricted stock clients a wide variety of service options and benefits.

• Sector Rotation: How the Economy Affects Stocks | Charles Schwab

  At certain points of the economic cycle, different sectors outperform. Learn more about how this may help you search for potential investment candidates.

• Learning Quest 529 Plan Incoming Rollover Form | Charles Schwab

  Complete this form to initiate a direct rollover from another 529 college savings plan or an Education Savings Account to an existing Account in the Learning Quest 529 Plan.

• LEAPS Call Options: Stock Alternative? | Charles Schwab

  LEAPS, or long-term equity anticipation securities, are options with expirations longer than nine months. LEAPS calls can be traded as a leveraged stock alternative strategy.

• How Does After-Hours Trading Work? | Charles Schwab

  What is after-hours trading and how does it work? Learn about the rules, opportunities, risks, and advantages that come with extended-hours trading.

• Calculate the Sharpe Ratio to Gauge Risk | Charles Schwab

  Learn how to calculate the Sharpe ratio to gauge risk, compare investments, and make informed decisions based on risk-adjusted returns in your portfolio.

• Trading Options on Spot Bitcoin ETFs | Charles Schwab

  Options trading on bitcoin ETFs opens up new trading possibilities for traders interested in cryptocurrencies.

• Technical Analysis: Filtering the Market | Charles Schwab

  Technical analysis tools help identify and evaluate potential trade opportunities. These indicators include trend lines, moving averages, volume, and more.

• When Can You Withdraw From Your 401(k)? A Guide | Charles Schwab

  When can you withdraw from your 401(k)? If you're considering withdrawing funds early, remember the rule of 55. Find out how it works and what you need to know.

• Schwab Personal Defined Benefit Plan Funding Proposal Worksheet | Charles Schwab

  To receive a complimentary funding proposal for your Schwab Personal Defined Benefit (DB) Plan, please provide the following information.