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• Nathaniel Cicotello | Financial Consultant in CO | Charles Schwab

  Nathaniel Cicotello is a Financial Consultant at Charles Schwab serving Boulder, CO. Request an appointment or contact us today to speak with a financial consultant.

• Chris Conover | Financial Consultant in AZ | Charles Schwab

  Chris Conover is a Financial Consultant at Charles Schwab serving Tucson, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Investing Basics: Fundamental Analysis | Charles Schwab

  When deciding which stocks to buy, investors don't just guess. Learn how to use financial statements to decide if a stock is a good investment.

• SEP IRA | Simplified Employee Pension Plan | Charles Schwab

  A Charles Schwab SEP-IRA is one of the easiest small business retirement plans to set up and maintain. Learn more about SEP-IRA possible tax benefits today!

• Commodity ETFs: It Pays to Do the Research | Charles Schwab

  With commodity ETFs, make sure you understand the fund's strategy before you buy it. Learn three questions to ask when you're researching commodity ETFs.

• Individual 401(k) Contribution Agreement | Charles Schwab

  All participants, including business owners, must complete this Agreement to indicate the elective deferral amount to have withheld from compensation.

• 2025 Mid-Year Outlook: U.S. Stocks and Economy | Charles Schwab

  Learn what's in store for the remainder of 2025 and the confluence of challenges that lie ahead in the mid-year outlook for U.S. stocks and economy.

• Using the Gold/Silver Ratio to Measure Sentiment | Charles Schwab

  The gold/silver ratio tends to increase amid market uncertainty. It is one of several indicators, like the VIX, that can gauge investor sentiment.

• Erncy Dumornay | Financial Consultant in FL | Charles Schwab

  Erncy Dumornay is a Financial Consultant at Charles Schwab serving Winter Park, FL. Request an appointment or contact us today to speak with a financial consultant.

• Cherie Ramirez | Financial Consultant in IL | Charles Schwab

  Cherie Ramirez is a Financial Consultant at Charles Schwab serving Chicago, IL. Request an appointment or contact us today to speak with a financial consultant.