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• Windhaven - Global Investment Management | Charles Schwab

  Windhaven's global investment management approach seeks to capture most of the upside of markets and less of the downside with a choice of three broadly diversified global portfolios.

• How Are Options Taxed? | Charles Schwab

  If you're new to options trading, you may be wondering how those trades are taxed. Here's a rundown of some potential tax pitfalls with options strategies.

• Jos Worrell | Financial Consultant in GA | Charles Schwab

  Jos Worrell is a Financial Consultant at Charles Schwab serving Atlanta, GA. Request an appointment or contact us today to speak with a financial consultant.

• Zach Aumage | Financial Consultant in GA | Charles Schwab

  Zach Aumage is a Financial Consultant at Charles Schwab serving Atlanta, GA. Request an appointment or contact us today to speak with a financial consultant.

• Corey Wertz | Financial Consultant in DE | Charles Schwab

  Corey Wertz is a Financial Consultant at Charles Schwab serving Wilmington, DE. Request an appointment or contact us today to speak with a financial consultant.

• Paul Kidder | Financial Consultant in GA | Charles Schwab

  Paul Kidder is a Financial Consultant at Charles Schwab serving Alpharetta, GA. Request an appointment or contact us today to speak with a financial consultant.

• John Fisher | Financial Consultant in LA | Charles Schwab

  John Fisher is a Financial Consultant at Charles Schwab serving Metairie, LA. Request an appointment or contact us today to speak with a financial consultant.

• Jessica Taylor | Financial Consultant in KY | Charles Schwab

  Jessica Taylor is a Financial Consultant at Charles Schwab serving Lexington, KY. Request an appointment or contact us today to speak with a financial consultant.

• W. Marc Taylor | Financial Consultant in KY | Charles Schwab

  W. Marc Taylor is a Financial Consultant at Charles Schwab serving Lexington, KY. Request an appointment or contact us today to speak with a financial consultant.

• Grant Halls | Financial Consultant in KS | Charles Schwab

  Grant Halls is a Financial Consultant at Charles Schwab serving Leawood, KS. Request an appointment or contact us today to speak with a financial consultant.