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Are Municipal Bonds Tax Free? | Charles Schwab
Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.
Why Is the U.S. Dollar Declining? | Charles Schwab
Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.
Find ways to manage your cash flow and debt.
Fixed Deferred Asset Rates | Charles Schwab
$10,000 -$24,999.99 $25,000 - $49,999.99 $50,000 - $99,999.99 $100,000 - $999,999.99 $1,000,000 – $9,999,999.99...$25,000 - $49,999.99 N/A$50,000 - $99,999.99 N/A
Kathy Jones is Managing Director and Chief Fixed Income Strategist for the Schwab Center for Financial Research. She is responsible for interest rate and currency analysis as well as fixed income education for Schwab clients and the public. She cohosts Schwab's On Investing podcast.
Portfolio Management | Charles Schwab
Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.
Learn more about Schwab’s trading tools and services for online trading, including trading specialists that provide market trading help and support.
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.
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.
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.