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Insights & Ideas

Keeping you at the forefront of modern investing
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Content with Spencer Logan
2012 Level II CFA Candidate, Equity Analyst, Schwab Equity Ratings®, Schwab Center for Financial Research

Logan's primary roles are to provide support to Schwab's reps and clients through the publication of equity research and portfolio management articles, answer equity research and product usage questions from clients and Schwab reps, deliver presentations to internal and external audiences, and assist in the enhancement of Schwab's equity research tools and services.

At Charles Schwab, we encourage everyone to take ownership of their financial life by asking questions and demanding transparency.

Our Insights & Ideas bring you information that fosters that ownership, because we believe that the best outcomes in life come from being fully engaged.

Want to know more? Talk with your Schwab Financial Consultant or call 800-355-2162.

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