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• Jimmy Hua | Financial Consultant in CA | Charles Schwab

  Jimmy Hua is a Financial Consultant at Charles Schwab serving Rowland Heights, CA. Request an appointment or contact us today to speak with a financial consultant.

• Elise Lee | Financial Consultant in CA | Charles Schwab

  Elise Lee is a Financial Consultant at Charles Schwab serving Los Angeles, CA. Request an appointment or contact us today to speak with a financial consultant.

• Joe Jaoko | Financial Consultant in CA | Charles Schwab

  Joe Jaoko is a Financial Consultant at Charles Schwab serving Oakland, CA. Request an appointment or contact us today to speak with a financial consultant.

• Zoe (Xue) Zheng | Financial Consultant in CA | Charles Schwab

  Zoe (Xue) Zheng is a Financial Consultant at Charles Schwab serving Roseville, CA. Request an appointment or contact us today to speak with a financial consultant.

• Stock Plan Basics: Equity Compensation Explained | Charles Schwab

  Stock options, restricted stock, and restricted stock units are different ways companies can reward their employees.

• Market Downturn: Three Ways to Short the Market | Charles Schwab

  Investors seeking to profit from a market downturn or looking for portfolio protection have several short-selling alternatives they might consider. Here are three of them.

• 3 Hedging Strategies on thinkorswim® | Charles Schwab

  Discover hedging strategies you can use when managing your portfolio (delta, capital requirements, and return on capital) and why these concepts matter.

• What to Know About Margin | Charles Schwab

  Here are some things to consider when using margin and four tips for managing your risk.

• What to Know About Equity Compensation | Charles Schwab

  Learn key components of your equity compensation including: the type of equity award you have, how it's taxed, and how it fits into your financial plan.

• 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.