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• Jeff Roman | Financial Consultant in CA | Charles Schwab

  Jeff Roman is a Financial Consultant at Charles Schwab serving Napa, CA. Request an appointment or contact us today to speak with a financial consultant.

• John Hanna | Financial Consultant in AK | Charles Schwab

  John Hanna is a Financial Consultant at Charles Schwab serving Anchorage, AK. Request an appointment or contact us today to speak with a financial consultant.

• What Happens to My Equity Award If I Quit? | Charles Schwab | Charles Schwab

  Wondering what will happen to your equity compensation if you leave your company? Learn what happens to vested and unvested equity if you quit or are fired.

• Limit Orders: Types, Risks and Advantages | Charles Schwab

  Limit orders allow traders to gain better control of their order. Read about the different types of limit orders, as well as the advantages and risks involved.

• Socially Responsible Investing (SRI) | Charles Schwab

  What is socially responsible investing? Learn more about the investment approach that allows investors to align their investments with values & performance.

• What You Can Learn From Stock Trading Volume | Charles Schwab

  Volume tells how many shares are publicly traded on a particular day. It can also confirm the trend and buy signal, warn of potential trend changes, and help track the smart money.

• Protective Put: Understanding the Strategy | Charles Schwab

  Protective puts are one way to hedge stocks against a large price drop. Learn why factors like time decay and volatility should be considered for this strategy.

• Does the Resilient Economy Equal a Higher Potential Growth Rate? | Charles Schwab

  Liz Ann Sonders and Kathy Jones examine why the economy continues to show resilience despite higher interest rates and inflation concerns.

• Grow Tax-Free Savings with Roth Conversions | Charles Schwab

  Converting a portion of your retirement savings into Roth assets can give you a flexible source of income and potentially help lower taxes over time.

• What is the Sunk Cost Fallacy and How Does It Work? | Charles Schwab

  The sunk cost fallacy is the irrational idea that you should keep investing in something just because you've already invested time or money in it. Learn more.