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• Portfolio Management | Charles Schwab

  Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.

• Trading Support | Charles Schwab

  Strategize your next trade with the expertise of Schwab’s team of highly-trained trading specialists who share your passion for trading.

• Schwab's Financial and Other Relationships with Mutual Funds | Charles Schwab

  This information may help you identify and evaluate any potential conflicts of interest that Schwab may have when you purchase a mutual fund or ETF through your Schwab account.

• Heather O'Leary | Charles Schwab

  Heather O'Leary is a Senior Global Investment Research Analyst at Charles Schwab & Co. She is responsible for global market and economic data analysis to develop insights and create material for written publications, keynote presentations, and social media content produced by the Global Investment Strategy team.

• Liquid Alternatives: Getting the Mix Right | Charles Schwab

  Liquid alternatives offer access to unconventional strategies and risks. Learn what to ask before ordering up a liquid alternative exchange-traded fund (ETF).

• What Is Dollar-Cost Averaging? | Charles Schwab

  Investing set amounts at regular intervals over time—also known as dollar-cost averaging—can help you manage timing risk and stick to your long-term plan.

• Austin Jarvis | Charles Schwab

  Austin Jarvis, J.D., is Director of Estate Planning, Trust, and High-Net-Worth Tax for the Schwab Center for Financial Research. He provides analysis and insights on topics including foundational estate planning concepts, estate, gift and generation-skipping considerations, advanced charitable strategies, business succession, asset protection, and executive compensation.

• Collin Martin | Charles Schwab

  Collin Martin, CFA, is a Director and Fixed Income Strategist for the Schwab Center for Financial Research. He is responsible for providing analysis and investor education in fixed income, with a focus on the taxable credit markets.

• Cooper Howard | Charles Schwab

  Cooper Howard, CFA, is a Director and Fixed Income Strategist for the Schwab Center for Financial Research. He provides analysis and investor education on fixed income markets with a focus on the municipal bond market. Cooper has been widely quoted in financial publications including The New York Times, Bloomberg, The Wall Street Journal, CNBC, and The Bond Buyer.

• Patrick Means | Charles Schwab

  Patrick is a vice president and branch manager at Schwab. In college, Patrick discovered he was good with numbers. But what he really wanted to do was help people. Becoming a financial consultant fulfilled his goal of doing both. Patrick and his team provide clients with personalized financial plans and investing guidance. He holds the Certified Wealth Strategist® designation.