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• Fundamental Analysis | Charles Schwab

  Examine economic and financial factors to estimate a security's value.

• Security Based Loans | Charles Schwab

  Learn more about the different ways you can borrow against your brokerage account and the risks involved.

• Portfolio Management | Charles Schwab

  Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.

• How to Navigate OTC Trading | Charles Schwab

  OTC Trading (over-the-counter trading), where stocks trade outside of centralized exchanges, can seem like a good opportunity. But you must understand the risks.

• Pledged Asset Line® | Schwab Bank

  The Schwab Pledged Asset Line® is a line of credit that leverages portfolio assets as collateral. Learn how a pledged asset line can meet financial needs.

• What Is Forex Trading and How Does It Work? | Charles Schwab

  Forex trading—foreign exchange trading—is the buying and selling of global currencies. Learn more about the risks, opportunities, and mechanics.

• I Want to Save for Education | Charles Schwab

  Discover how you can use your equity compensation to save for education. Learn about the different types of education savings accounts and strategies to help you pay for education.

• Tax-time Resources | Schwab

  Need information to plan or file your taxes? Here you’ll find links to Charles Schwab tax forms, important tax changes for this year, and tips for making tax-time a little smoother.

• Alternative Investments | Charles Schwab

  Learn about strategies that invest in non-traditional financial assets such as private equity, private credit, real estate, hedge funds, and exchange funds.

• Charles Schwab Bank Pricing Guide | Charles Schwab

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