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• Dustin Brunzlick | Financial Consultant in CA | Charles Schwab

  Dustin Brunzlick is a Financial Consultant at Charles Schwab serving San Mateo, CA. Request an appointment or contact us today to speak with a financial consultant.

• U.S. Agency Bonds: What You Should Know | Charles Schwab

  U.S. agency bonds can offer slightly higher yields than Treasury bonds, without requiring investors bondholders to take on too much additional risk.

• Matt Watson | Financial Consultant in OH | Charles Schwab

  Matt Watson is a Financial Consultant at Charles Schwab serving Columbus, OH. Request an appointment or contact us today to speak with a financial consultant.

• How to Combine 401ks & Retirement Accounts | Charles Schwab

  Combining 401(k)s and other retirement accounts in one place simplifies your finances, lowers administrative fees, and protects your retirement savings.

• Are Preferred Securities Still Attractive? | Charles Schwab

  The higher yields preferred securities currently offer can be a benefit for income-oriented investors, but those yields reflect the additional risks they face.

• What is restricted stock? RSUs and RSAs | Charles Schwab

  Learn about restricted stock units (RSUs) and awards (RSAs), including what they are, how they're taxed, and how to sell your shares.

• Does Market Timing Work? | Charles Schwab

  We ran the numbers on market timing. Our findings? There's a high cost to waiting for the best entry point. Learn why investing immediately pays off.

• ISO Taxes: A Guide | Charles Schwab

  ISO taxes don't have to be overly complicated — learn how incentive stock options are taxed and what documents you need to file in the U.S.

• Managing Equity Awards in a Down Market | Charles Schwab | Charles Schwab

  Wondering how to manage an equity award during a down market? Learn what to keep in mind and what to consider during times of volatility.

• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.