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• Investing Principles | Charles Schwab

  The fundamentals you need for investing success. Schwab can help you create or update your financial plan using these investing basics.

• Small Business Retirement Tools and Resources | Charles Schwab

  Get help determining which of Schwab's small business retirement plans is right for you with our calculators, tools, and plan fact sheets.

• Custodial Account Transfer Worksheet | Charles Schwab

  You and your beneficiary can use this worksheet as you go through the custodial account conversion process.

• Good Debt vs. Bad Debt: How to Use Credit Wisely | Charles Schwab

  Some types of credit can help increase net worth, while others don't. Debt itself shouldn’t be the focus. The decision to borrow money matters just as much.

• How a Risk Reversal Options Strategy Works | Charles Schwab

  Having a risk reversal options strategy provides downside protection to the level of the purchased put option but limits the upside potential of a long stock position to the strike of the short call option. Here's how this strategy works.

• Schwab's Thematic Research Approach | Charles Schwab

  An innovative way to invest in our fast-changing world

• Using Chart Divergences to Make Trading Decisions | Charles Schwab

  When technical indicators that normally correlate instead move apart, known as chart divergences, it can be a signal to potentially adjust a trading strategy.

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• Margin Trading: The Starter Guide | Charles Schwab

  There are different types of margin trading for stocks, options, futures, and forex. Read more to learn about their unique risks and benefits.

• Limitations of Stock Indexes & How to Use Them | Charles Schwab

  How stock market indexes are calculated can skew their data. Learn about index limitations, using indexes effectively, and other tools that might help with investment decisions.