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• Lola Danza | Financial Consultant in FL | Charles Schwab

  Lola Danza is a Financial Consultant at Charles Schwab serving Vero Beach, FL. Request an appointment or contact us today to speak with a financial consultant.

• Kevin J Kunz | Financial Consultant in OH | Charles Schwab

  Kevin J Kunz is a Financial Consultant at Charles Schwab serving Sylvania, OH. Request an appointment or contact us today to speak with a financial consultant.

• Put vs. Call Option: The Basic Differences | Charles Schwab

  Learn the differences between a put vs. call option strategy and how options-approved traders can apply these fundamental options strategies to their trades.

• Exchange-Traded Notes: The Facts and the Risks | Charles Schwab

  Exchange-traded funds (ETFs) have been around since 1993, and there's no doubt that they are popular with investors. Exchange-traded notes (ETNs) may have a similar sounding name, but ETNs are not the same as ETFs, and they carry some important risks to be aware of.

• ETFs and Taxes: What You Need to Know | Charles Schwab

  ETFs can have different tax implications depending on how they're structured and how long you've held the ETF. Learn more about ETFs and taxes to help avoid unpleasant surprises.

• Does the Resilient Economy Equal a Higher Potential Growth Rate? | Charles Schwab

  Liz Ann Sonders and Kathy Jones examine why the economy continues to show resilience despite higher interest rates and inflation concerns.

• ETFs: Expense Ratios and Other Costs | Charles Schwab

  ETFs have expense ratios for managing the fund and trading costs, like commissions, bid/ask spreads, and discounts and premiums to NAV.

• Corporate Governance: Who Directs Public Companies | Charles Schwab

  Corporate governance involves three main groups: shareholders, the board, and management. Learn how corporate governance can impact a company's performance.

• What is the Sunk Cost Fallacy and How Does It Work? | Charles Schwab

  The sunk cost fallacy is the irrational idea that you should keep investing in something just because you've already invested time or money in it. Learn more.

• Grow Tax-Free Savings with Roth Conversions | Charles Schwab

  Converting a portion of your retirement savings into Roth assets can give you a flexible source of income and potentially help lower taxes over time.