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• What Is an Options Spread Trade? | Charles Schwab

  Curious what an options spread trade is? Discover the basics, benefits, and risks of an options spread trade and ways to put on a spread trade.

• Trading Options During Earnings Season | Charles Schwab

  Trading a stock around earnings day can be difficult because of volatility risk. Learn more about the perils of trading during earnings season.

• Custodial Account Transfer | Schwab One® Custodial Account | Charles Schwab

  Find a wealth of resources to help you better understand how to manage and plan for financial well-being.

• 457(b) vs. 403(b) Retirement Plans | Charles Schwab

  Learn about the differences between 457(b) vs. 403(b) and how you might be eligible for this retirement account if you work for public service or the government.

• Investment Income taxes | Schwab

  As an investor, you don’t want surprises at tax time. We’ll help you plan ahead with information about capital gains, dividends, interest income, net investment income tax, cost basis, AMT, and more.

• 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.

• Shorting Stocks in Your Investment Strategy | Charles Schwab

  Short selling aims to provide protection or profit during a stock market downturn, but it can be risky and requires a margin account. Learn the mechanics of shorting a stock.

• Melissa Drago | Financial Consultant in CA | Charles Schwab

  Melissa Drago is a Financial Consultant at Charles Schwab serving Sunnyvale, CA. Request an appointment or contact us today to speak with a financial consultant.

• Chad Agnew | Financial Consultant in IL | Charles Schwab

  Chad Agnew is a Financial Consultant at Charles Schwab serving Oak Brook, IL. Request an appointment or contact us today to speak with a financial consultant.

• The Covered Call Options Strategy | Charles Schwab

  Learn how a covered call options strategy can potentially help you make money if the stock price doesn't move. Consider the risks and benefits of the strategy.