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• Patrick Bentivegna | Financial Consultant in CA | Charles Schwab

  Patrick Bentivegna is a Financial Consultant at Charles Schwab serving Santa Rosa, CA. Request an appointment or contact us today to speak with a financial consultant.

• Jonathan Hernandez | Financial Consultant in CA | Charles Schwab

  Jonathan Hernandez is a Financial Consultant at Charles Schwab serving Santa Monica, CA. Request an appointment or contact us today to speak with a financial consultant.

• Futures FAQs | Charles Schwab Futures and Forex

  View answers to common questions investors have about trading futures at Schwab.

• Silver Linings: With Guests Annie Duke, Kassia St. Clair & Adam Grant | Charles Schwab

  How can disappointing outcomes lead to surprising opportunities?

• Big Goals, Little Steps: With Guests Shannon Miller & Hal Hershfield | Charles Schwab

  Breaking down a goal into smaller steps could help you achieve your goals.

• What You Need to Know About Asset Allocation | Charles Schwab

  Liz Ann Sonders interviews Sebastien Page, chief investment officer at T. Rowe Price, about asset allocation and the state of the markets.

• How to add and manage an authorized user | Charles Schwab

  Learn how to securely provide & manage account access to authorized users.Read PDF: Add authorized user

• Roth IRA Conversion Calculator | Converting an IRA | Charles Schwab

  See if converting to a Roth IRA makes sense for you. Use our Roth IRA Conversion Calculator to compare estimated future values and taxes.

• Schwab Bank Investor Checking Account Frequently Asked Questions

  Schwab Bank Investor Checking Account Frequently Asked Questions. All you need to know about the Schwab Bank High Yield Investor Checking account.

• Good News on Inflation & Investment Rules to Live By | Charles Schwab

  Liz Ann Sonders interviews market veteran Ned Davis about his overall strategy and the importance of understanding market psychology.