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• James Koenn | Financial Consultant in PA | Charles Schwab

  James Koenn is a Financial Consultant at Charles Schwab serving Cranberry Township, PA. Request an appointment or contact us today to speak with a financial consultant.

• Kim Hunkler | Financial Consultant in OH | Charles Schwab

  Kim Hunkler is a Financial Consultant at Charles Schwab serving Columbus, OH. Request an appointment or contact us today to speak with a financial consultant.

• Cryptocurrency Investing | Cryptocurrency Investment Types | Charles Schwab

  Learn what is cryptocurrency and how Schwab provides ways to gain exposure to cryptocurrency markets.

• Mutual Fund Fees, Costs & Expense Ratios | Charles Schwab

  What is the real cost of a mutual fund? Understand the fees and costs associated with mutual funds to limit their impact on your returns.

• Is Confidence Eroding in U.S. Investability? (With Dario Perkins) | Charles Schwab

  Liz Ann Sonders and Dario Perkins of TS Lombard discuss the potential for a recession, the labor market, the Fed's next move, and more.

• When Interest Rates Rise, What Should You Do with Bonds? | Charles Schwab

  Bonds can play an important role in your portfolio, but how do rising interest rates affect fixed income?

• What Can the Sahm Rule Tell Us About the Economy? | Charles Schwab

  Former Fed economist Claudia Sahm discusses the December jobs report and the potential for rate cuts this year.

• Micro E-Mini Futures Contracts | Charles Schwab

  This video explains the basics of Micro E-mini futures contracts for U.S. stock market indexes.

• Revocable Living Trust vs. Will | Charles Schwab

  Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.

• Reminiscences of a Strategist | Charles Schwab

  It's been 38 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.