Security Based Loans

Learn more about the different ways you can borrow against your brokerage account and the risks involved.

debt management equity compensation fraud prevention travel planning behavioral finance budgeting trusts charitable giving credit cards education estate planning health care insurance mortgages saving small business wills
Financial Planning

3 Ways to Borrow Against Your Assets

What to know before using your assets as collateral.

Financial Planning

Why Asset-Backed Borrowing May Make Sense Now

Despite today's relatively high rates, asset-backed borrowing could still make sense to meet your short-term liquidity needs.

Mortgages

Buying, Renting, and Selling a Second Home

A second home is a substantial investment that lives by different rules than your primary residence. Here's what you need to consider.

Financial Planning

Leveraging Your Assets to Manage Your Wealth

Borrowing against your assets can often act as a tool to manage wealth. Here's how to use debt strategically—even in some cases when you can afford to pay cash.

Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

0322-240P