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• Jeffrey Kleintop | Charles Schwab

  Until his retirement in 2025, Jeffrey Kleintop, CFA, was the Chief Global Investment Strategist at Charles Schwab, and was responsible for analyzing and discussing international markets, trends, and events to help investors understand their significance and financial implications.

• Stock Options | Charles Schwab

  Learn about stock options, like non-qualified stock options (NQSQs) and incentive stock options (ISOs), a form of equity compensation, which allows an employee to buy shares of company stock at a fixed price.

• Susan Hirshman | Charles Schwab

  Susan Hirshman, CFA, CFP, CPA, CWS, is Director of Wealth Management for Schwab Wealth Advisory and the Schwab Center for Financial Research. She partners with Schwab Wealth Advisors to inspire, educate, and collaborate with high-net-worth and ultra-high-net-worth clients and help them achieve their goals.

• Jeannie Bidner | Charles Schwab

  Jeannie Bidner is a Managing Director and Head of the Branch Network at Charles Schwab & Co. Inc. (Schwab). She has been with the firm since 2006 and is responsible for overseeing the firm's nearly 400 branch locations across 48 states as well as the centralized national branch teams.

• How Can You Build Your Pre-Retirement Checklist? | Charles Schwab

  What do you need to take care of in the handful of years, months, and days before you retire?

• How to Invest in AI | Charles Schwab

  When it comes to investing in artificial intelligence, a handful of companies may come to mind, but there's more to learn about investing in AI than the big tech names.

• Limitations of Stock Indexes & How to Use Them | Charles Schwab

  How stock market indexes are calculated can skew their data. Learn about index limitations, using indexes effectively, and other tools that might help with investment decisions.

• The View from Washington D.C. | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss issues in Washington with Mike Townsend—and provide their weekly market outlook.

• Schwab Coaching | Overview | Charles Schwab

  Join our Education Coaches as they teach and demonstrate how to apply investing and trading principles in current marketing conditions on topics ranging from stocks, options, futures, technical analysis, fundamental analysis, portfolio management and much more.

• Can You Invest in Crypto Without Buying Crypto Directly? | Charles Schwab

  For investors looking to gain exposure to the crypto space, what are some alternatives to buying crypto directly?