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• Find a Consultant | Charles Schwab

  Search by last name or location and find a Schwab consultant to help you reach your financial goals.

• Government Policy | Charles Schwab

  Understand how policy decisions coming out of Washington may impact financial markets and your investments.

• Market Volatility | Charles Schwab

  Find guidance on how to respond to short-term volatility or longer market downturns.

• Charitable Giving | Charles Schwab

  Understand charitable giving strategies to minimize your taxes by maximizing your gifts of securities, cash, or goods to nonprofit organizations.

• Avoid the Emotional Investing Trap | Charles Schwab

  Far too often, investors focus on the current hot stocks or investment fads and take on more risk in their investment portfolio than is necessary to achieve their financial goals.

• Retirement Income | Charles Schwab

  Learn to create a strategy to help you withdraw, spend and invest your savings for reliable cash flow and a potentially better tax outcome.

• Tax Loss Harvesting | Charles Schwab

  Learn about tax-loss harvesting and how it may impact your taxes.

• Trade execution quality | Charles Schwab

  Get an inside look at how Schwab’s order routing process seeks to obtain high-quality trade execution results.

• Pledged Asset Line® Wire Transfer Request and Authorization | Charles Schwab

  This Schwab Bank Wire Transfer Request and Authorization Agreement establishes additional terms and conditions relating to your Pledged Asset Line account(s), and are part of the agreement between each account holder and Schwab Bank.

• What Is Dividend Yield? | Charles Schwab

  Want to know how much cash flow you're getting for every dollar you've invested in a company? For companies that pay dividends, the Dividend Yield can give you an idea how a company's dividend payments relate to its stock price.