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• Mark Kizer | Financial Consultant in AZ | Charles Schwab

  Mark Kizer is a Financial Consultant at Charles Schwab serving Scottsdale, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Jason Blum | Financial Consultant in AZ | Charles Schwab

  Jason Blum is a Financial Consultant at Charles Schwab serving Scottsdale, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Roy Chavez | Financial Consultant in AZ | Charles Schwab

  Roy Chavez is a Financial Consultant at Charles Schwab serving Scottsdale, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Strategic Borrowing in Short-Term Financing | Charles Schwab | Charles Schwab

  Despite today's relatively high rates, asset-backed borrowing could still make sense to meet your short-term liquidity needs.

• How to Manage Finances After Losing a Spouse | Charles Schwab

  Managing your finances after losing a spouse can feel overwhelming. Learn 7 financial steps you can prioritize to help you get your finances in order.

• Global Investing | International Investing | Charles Schwab

  Access Schwab's extensive capabilities for your global investing needs: equity trading in foreign markets, premium research, and professional support.

• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.

• Place a Single-Leg Options Trade | thinkorswim® | Charles Schwab

  Learn how to place single-leg options trades on thinkorswim®.

• How Does the SEC Names Rule Work? | Charles Schwab

  The U.S. Securities and Exchange Commission (SEC) mandates that funds must invest 80% in the asset indicated by their name. Learn more about the SEC Names Rule.

• How Are Options Taxed? | Charles Schwab

  If you're new to options trading, you may be wondering how those trades are taxed. Here's a rundown of some potential tax pitfalls with options strategies.