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• Jhonatan Baez Zamudio | Financial Consultant in CA | Charles Schwab

  Jhonatan Baez Zamudio is a Financial Consultant at Charles Schwab serving San Mateo, CA. Request an appointment or contact us today to speak with a financial consultant.

• How to Speculate with Futures | Charles Schwab

  Learn about speculating with futures trading and how to use the thinkorswim platform to place futures trades.

• What are Covered Calls & How Do They Work? | Charles Schwab

  What is a covered call and how does it work? Learn how covered calls could help you potentially earn income from stocks you own and more.

• Traveling? Medicare Might Not Cover You | Charles Schwab

  Does Medicare cover international travel? Discover three ways Medicare can fall short when traveling internationally—and how to fill health care gaps.

• How Much Risk Is Right for You? | Charles Schwab

  Every investor wants to maximize return—but you must first consider how much risk you can stomach.

• Request a Required Minimum Distribution From Your Schwab IRA | Charles Schwab

  Complete this form if you wish to take a Required Minimum Distribution (RMD) from your account. (Do not use this form for Inherited RMD's. Use the Request an IRA Distribution Form.)

• How to Buy Gold to Diversify Your Portfolio | Charles Schwab

  Are you wondering how to buy gold or add gold investments to your portfolio? Learn about different alternatives and their pros and cons.

• How to Search for Funds on Schwab.com | Charles Schwab

  Choosing investments doesn’t have to be overwhelming. Watch to learn how to use ETF and Mutual Fund Screeners to help find low-expense index funds.

• Custodial Account Transfer Worksheet | Charles Schwab

  You and your beneficiary can use this worksheet as you go through the custodial account conversion process.

• Learning Quest Account Maintenance Form | Charles Schwab

  Use this form to update account information, such as a name or address.