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• 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.

• Shorting Stocks in Your Investment Strategy | Charles Schwab

  Short selling aims to provide protection or profit during a stock market downturn, but it can be risky and requires a margin account. Learn the mechanics of shorting a stock.

• How Can Vertical Spreads Help Your Strategy? | Charles Schwab

  Vertical spreads could change your risk profile and margin requirements. Find out how vertical spreads can impact a margin-approved traders' options strategy.

• How to Read Stock Charts and Trading Patterns | Charles Schwab

  Learn how to read stock charts and analyze trading chart patterns, including spotting trends, identifying support and resistance, and recognizing market reversals and breakout patterns.

• 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.

• Swing Trading Stocks: Strategies and Indicators | Charles Schwab

  Learn some of the basic entry and exit signals and money management techniques used in swing trading.

• Understanding Bitcoin Treasury Companies | Charles Schwab

  Companies are adding bitcoin and other cryptocurrencies to their treasury holdings, changing fundamentals and giving investors new ways to gain crypto exposure.

• Fixed Income Funds: Income and Diversification | Charles Schwab

  If you're considering fixed income investments to diversify your portfolio and get a steady income stream, you might want to consider fixed income mutual funds.

• Learning Quest 529 Plan Additional Contribution Form | Charles Schwab

  Complete this form to make additional contributions to your Learning Quest 529 Plan Account by check or rollover.

• Grow Tax-Free Savings with Roth Conversions | Charles Schwab

  Converting a portion of your retirement savings into Roth assets can give you a flexible source of income and potentially help lower taxes over time.