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• RSU Taxes and PSU Taxes: A Guide | Charles Schwab

  Learn how restricted stocks and performance stocks are taxed when they vest and when they're sold, and what documents you'll need when filing in the U.S.

• Three Ways to Use Margin and Leverage | Charles Schwab

  Learn three ways investors and traders can maximize the use of margin while managing the risks of leverage in their investing strategies.

• Student Debt: Is College Worth It? | Charles Schwab

  The cost of college is on the rise. Is student loan debt worth it?

• 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.

• Forms & Applications | Charles Schwab

  Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.

• The Pros and Cons of Direct Indexing | Charles Schwab

  Direct indexing allows investors to customize for their individual needs and potentially higher after-tax returns. Discover more about this investment strategy.

• How Futures Margin Works | Charles Schwab

  Learn about futures margin trading and how leverage impacts potential profits and losses.

• Technical Analysis: Filtering the Market | Charles Schwab

  Technical analysis tools help identify and evaluate potential trade opportunities. These indicators include trend lines, moving averages, volume, and more.

• What Is Direct Indexing? | Charles Schwab

  Wondering what is direct indexing and is it right for you? Learn more about the features of direct indexing to see if it fits your investing objectives.

• Real Estate | Charles Schwab

  Find out more about investing in REITs and the impact of real estate on the markets.