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• Joe Jaoko | Financial Consultant in CA | Charles Schwab

  Joe Jaoko is a Financial Consultant at Charles Schwab serving Oakland, CA. Request an appointment or contact us today to speak with a financial consultant.

• Zoe (Xue) Zheng | Financial Consultant in CA | Charles Schwab

  Zoe (Xue) Zheng is a Financial Consultant at Charles Schwab serving Roseville, CA. Request an appointment or contact us today to speak with a financial consultant.

• What's the 10-Year Outlook for Major Asset Classes? | Charles Schwab

  Inflation, interest rates, geopolitics, and other factors often affect the market. Read our 10-year outlook for stocks, bonds, and other major asset classes.

• 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.

• Summit Fever | Charles Schwab

  Imagine that you've put in effort toward a goal, but things haven't quite worked out the way you hoped. How do you know when it's time to let it go?

• Market Downturn: Three Ways to Short the Market | Charles Schwab

  Investors seeking to profit from a market downturn or looking for portfolio protection have several short-selling alternatives they might consider. Here are three of them.

• What to Know About Margin | Charles Schwab

  Here are some things to consider when using margin and four tips for managing your risk.

• Strategic Borrowing in Short-Term Financing | Charles Schwab | Charles Schwab

  Despite today's relatively high rates, asset-backed borrowing could still make sense to meet your short-term liquidity needs.

• What Makes the U.S. Bond Market Appealing Now? | Charles Schwab

  Worried about portfolio volatility but think you missed the peak opportunity for bonds? Find out what's happening in the bond markets and how you can still capture a good rate.

• Investing in Rental Properties | Charles Schwab

  Real estate rentals can be a source of income. But there's more to being a landlord than meets the eye. Keep reading for best practices and common pitfalls.