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Jason Fay | Financial Consultant in WA | Charles Schwab
Jason Fay is a Financial Consultant at Charles Schwab serving Seattle, WA. Request an appointment or contact us today to speak with a financial consultant.
Jeff Cote | Financial Consultant in CA | Charles Schwab
Jeff Cote is a Financial Consultant at Charles Schwab serving Santa Rosa, CA. Request an appointment or contact us today to speak with a financial consultant.
Satisfaction Guarantee | Charles Schwab
The Satisfaction Guarantee for Schwab's participating Investment Advisory Services, part of our commitment to help you get the right guidance for your financial goals.
Fixed Income Mid-Year Outlook (2025) | Charles Schwab
Volatility will likely continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt and economic uncertainty.
Read our views on trends in the fixed income market affecting bonds, CDs, and money markets.
Anticipate tax issues to help postpone or potentially avoid unnecessary taxes and maximize after-tax wealth.
Understand how to manage credit card debt and understand credit scores.
Learn about mutual funds and how they differ from other investments such as ETFs.
Consider This Before Buying Crypto Treasury Stocks | Charles Schwab
Many investors are paying a premium for cryptocurrency exposure by buying crypto treasury stocks. Here are a few things to consider before buying.
Liz Ann Sonders | Charles Schwab
Liz Ann Sonders is Managing Director and Chief Investment Strategist at Charles Schwab. She has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. She cohosts Schwab's I podcast.