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• Patrick Means | Charles Schwab

  Patrick is a vice president and branch manager at Schwab. In college, Patrick discovered he was good with numbers. But what he really wanted to do was help people. Becoming a financial consultant fulfilled his goal of doing both. Patrick and his team provide clients with personalized financial plans and investing guidance. He holds the Certified Wealth Strategist® designation.

• List of mutual funds, income mutual funds and ETF list | Charles Schwab

  Find quality mutual funds and ETFs with a Charles Schwab Select List®. Lists of prescreened, no-load mutual funds and low cost ETFs in over 65 categories.

• Schwab's Thematic Research Approach | Charles Schwab

  An innovative way to invest in our fast-changing world

• Trading | Charles Schwab

  Learn how to develop and implement a trading plan that consists of analyzing the markets, filtering for potential opportunities, assessing risks, executing trades, and evaluating results.

• Living in Retirement | Charles Schwab

  Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more

• Depreciation Recapture and Rental Property Taxes | Charles Schwab

  Depreciation on income property can offer a tax break—until you sell the asset. Learn how depreciation recapture works and ways to help manage it.

• ETF (Exchange-Traded Fund) | Charles Schwab

  New to ETFs or ETF investing? Charles Schwab provides exchange-traded funds and ETF tools to help you diversify your portfolio.

• What is Disability Insurance and How Does It Work? | Charles Schwab

  Disability insurance can help protect your income and peace of mind. Learn how short-term and long-term disability insurance works, how to get them, and more.

• Certification for Late Rollover Contributions | Charles Schwab

  Use this form when you intended to make a rollover within 60 days of receiving the distribution but were unable to do so for one of the reasons listed in Section 3.

• Mortgages | Charles Schwab

  Prepare for home ownership, including a first or second home.