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• Ways to Manage Mega Cap Concentration | Charles Schwab

  When mega cap stocks are dominating the stock market, the case for thoughtful diversification shines.

• (Bonus) Do Super Bowl Wins Diminish in Value? | Charles Schwab

  In this short bonus episode from Financial Decoder, host Mark Riepe connects the Super Bowl LVIII matchup to the concept of economic utility.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.

• Devin Cooley | Financial Consultant in NV | Charles Schwab

  Devin Cooley is a Financial Consultant at Charles Schwab serving Henderson, NV. Request an appointment or contact us today to speak with a financial consultant.

• How Index Funds Could Beat Hedge Funds over Time | Charles Schwab

  Warren Buffett bet $1,000,000 that an index fund would perform better than hedge funds. See how an S&P 500® index fund stacked up against a hedge fund manager's selections.

• Jordan Torno | Financial Consultant in TX | Charles Schwab

  Jordan Torno is a Financial Consultant at Charles Schwab serving Plano, TX. Request an appointment or contact us today to speak with a financial consultant.

• Aaron J. Payan | Financial Consultant in TX | Charles Schwab

  Aaron J. Payan is a Financial Consultant at Charles Schwab serving Midland, TX. Request an appointment or contact us today to speak with a financial consultant.

• Zack Mullnix | Financial Consultant in OR | Charles Schwab

  Zack Mullnix is a Financial Consultant at Charles Schwab serving Portland, OR. Request an appointment or contact us today to speak with a financial consultant.

• Emily Newman | Financial Consultant in NY | Charles Schwab

  Emily Newman is a Financial Consultant at Charles Schwab serving New York City, NY. Request an appointment or contact us today to speak with a financial consultant.