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• Equity Compensation | Charles Schwab

  Learn about restricted stock, stock options, and employee stock purchase plans—all of which are types of non-cash compensation that companies offer employees to allow them to partake in ownership of their firm.

• Bridge Loans: Securities-Backed Borrowing | Charles Schwab

  If you need a bridge loan, a securities-backed line of credit (SBLOC) can provide a quick infusion of cash. Find out how it works and the risks and benefits.

• 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.

• How to update trusted contacts and beneficiaries | Charles Schwab

  Make sure we can reach you if needed, and make sure your wishes are known.

• Moving in Together? Have the Money Talk First. | Charles Schwab

  Moving in with your romantic partner to save money? Here are three things to talk about before you share an address.

• Yes, You Can Give Meaningfully on a Budget | Charles Schwab

  Feeling charitable but on a budget? Here are meaningful ways to support causes important to you and still stay within your means.

• What Is the VIX®? | Charles Schwab

  Explore the Cboe Volatility Index®, or VIX®, traders use to measure volatility and make trading decisions. This video is part of our Trading Options course.

• Financial Decoder | Charles Schwab

  Host Mark Riepe talks with Schwab experts to decode the cognitive and emotional biases that might cloud your judgment and impact your financial decisions.

• Mortgage Rate Calculator | Schwab Bank

  Use this online Mortgage Rate Calculator to get a customized mortgage rate quote whether you want to buy a house or refinance your existing home loan.

• Portfolio Management | Charles Schwab

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