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• How to apply for margin borrowing | Charles Schwab

  Learn how to submit a margin funds application to trade with margin funds on Schwab.com

• How to Use a Total Return Approach | Charles Schwab

  In addition to dividends and interest, an entire portfolio—including cash balances and asset sales—can be used a source of funds in the total return approach.

• Complex exchange-traded products (ETPs) | Charles Schwab

  Learn about the benefits and potential risks of Complex ETPs.

• Inherited IRA Rules & SECURE Act 2.0 Changes | Charles Schwab

  It's important to understand the updated inherited IRA distribution rules tied to the recent change in the SECURE Act, including its latest version, SECURE 2.0.

• How to Calculate Financing Rates on Forex Trades | Charles Schwab

  When a forex position is carried from one day to the next, the position is adjusted to reflect the interest rate differential between the currencies. Learn how forex rolling works.

• How Fed rate cuts impact mortgage interest rates | Charles Schwab

  Why aren't mortgage rates falling more quickly? Learn why mortgage interest rates don't necessarily track with Fed rate cuts.

• Tax-Efficient Investing | Charles Schwab

  Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.

• How Should Investors Respond to Higher Inflation? | Charles Schwab

  We're all worried about the effects of inflation on our long-term portfolios. Here's what to do about it.

• How to Value Company Stocks | Charles Schwab

  Analysts use three ratios to help value company stocks: price-to-earnings (P/E), price/earnings-to-growth (PEG), and price-to-book (P/B). Learn how they work.

• Using Chart Drawing Tools on thinkorswim® Desktop | Charles Schwab

  Learn how to add drawings in charts, draw trendlines, price levels, and Fibonacci retracements to help you identify trend as well as support and resistance.