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• Midyear Outlook: The Fed & the U.S. Economy | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.

• Schwab Intelligent Portfolios™ Asset Allocation White Paper | Charles Schwab

  Understand the Asset Classes that are included across Schwab Intelligent Portfolios.

• 2Q25 Earnings: The Beat Goes On? | Charles Schwab

  The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.

• Using Tax Brackets to Manage Your Taxable Income | Charles Schwab

  Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.

• thinkorswim web | Charles Schwab

  Trade from almost any browser with thinkorswim® web—an intuitive web platform that has the essential tools of thinkorswim desktop. No download required.

• Durable Power of Attorney For All States Except New York and Pennsylvania

  APP114024AL-01-01

• What is Cost Basis and How Does It Work? | Charles Schwab

  What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.

• Day Two of Price Data, Bank Results Follows Slump | Charles Schwab

  Higher yields on worries of rate cut delays sank stocks yesterday despite better-than-expected bank earnings and in-line CPI. Today brings fresh bank results and wholesale prices.

• Roth IRA: What is a Roth IRA? | Charles Schwab

  Learn what a Roth IRA account is and how to open a Roth IRA with Schwab to take advantage of tax-free growth potential for earnings and contributions.

• Jack Halle | Financial Consultant in WA | Charles Schwab

  Jack Halle is a Financial Consultant at Charles Schwab serving Redmond, WA. Request an appointment or contact us today to speak with a financial consultant.