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• Schwab Lakeland Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Lakeland, FL independent branch. Contact or visit us today.

• Schwab Evansville Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Evansville, IN independent branch. Contact or visit us today.

• When to consider selling or buying stock on news | Charles Schwab

  How to know when to potentially sell a stock, or when to buy, as bad news hits. Learn about evaluating bad news affecting companies, sectors, or the economy using fundamental analysis.

• What Are Tax Brackets and Marginal Tax Rates? | Charles Schwab

  What are the tax brackets and how do marginal tax brackets work? Find out about tax rates as we head into income tax season.

• How Can Vertical Spreads Help Your Strategy? | Charles Schwab

  Vertical spreads could change your risk profile and margin requirements. Find out how vertical spreads can impact a margin-approved traders' options strategy.

• Form 1099-B: Cost Basis and Options Trading | Charles Schwab

  At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.

• Our First Podcast Anniversary: Lessons From the Past Year | Charles Schwab

  After a year of podcast episodes, Liz Ann Sonders and Kathy Jones review some memorable moments and reflect on what's changed in this unique cycle.

• Why Women Need to Take Control of Their Finances | Charles Schwab

  We've come a long way baby, but not far enough. Here's how women can start to take greater financial control—and why it's important.

• Portfolio Customization Tips | Charles Schwab

  Learn about ways you can personalize your Schwab Intelligent Portfolios account along with key feature benefits and activation tips.

• Separately Managed Accounts | Charles Schwab

  Learn about Schwab's offer of separately managed accounts to get the diversification and specialization that is right for you.