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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.

• Stock Analysis Using the P/E Ratio | Charles Schwab

  Find out what traders should look for and look out for with the price-to-earnings ratio (P/E ratio).

• Avoiding the Three-Year Rule When Using an ILIT | Charles Schwab

  Gifting life insurance to an irrevocable life insurance trust (ILIT) could trigger the IRS's three-year rule—and taxes. Learn how to avoid an IRS clawback.

• What Is a Fiduciary? Duties and Risks | Charles Schwab

  Would-be estate executors and trustees are often unaware of their legal responsibilities. Find out what it means to be an estate fiduciary.

• What's an Index? The Dow®, S&P 500® & Nasdaq Explained | Charles Schwab

  You've probably heard about the Dow®, S&P 500®, and Nasdaq—but what does an index actually tell you? Learn why indexes matter to investors.

• How to Include Pets in Estate Planning | Charles Schwab | Charles Schwab

  Many people overlook in their estate plans some of the most beloved members of the family: pets. Here's what to consider so that your animal companions enjoy the life they're accustomed to after you're gone.

• Estate Planning for People With No Heirs | Charles Schwab

  Deciding who receives your money and property once you die is crucial to estate planning. Learn what to do with your estate when its inheritor isn't obvious.

• Understanding analyst stock ratings | Charles Schwab

  Buy, sell, hold, and stock ratings from Wall Street analysts can help people evaluate stocks. Learn what they mean and how to use them.

• When to consider selling or buying stock on news | Charles Schwab

  How to know when to potentially sell a stock, or when to buy, as bad news hits. Learn about evaluating bad news affecting companies, sectors, or the economy using fundamental analysis.

• Customize Platform Appearance on thinkorswim® | Charles Schwab

  Customize the color scheme and font size on thinkorswim®.