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• 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.

• 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.

• What is P/E Ratio? | Charles Schwab

  Price-to-earnings ratio (P/E) provides a great starting point when evaluating stocks.

• 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.

• Contribution Transmittal Form | Charles Schwab

  Use this form when making contributions to employee (a.k.a. participant)—including business owner—accounts.

• James Riefe | Financial Consultant in TX | Charles Schwab

  James Riefe is a Financial Consultant at Charles Schwab serving Dallas, TX. Request an appointment or contact us today to speak with a financial consultant.

• Swati Kumar | Financial Consultant in TX | Charles Schwab

  Swati Kumar is a Financial Consultant at Charles Schwab serving Dallas, TX. Request an appointment or contact us today to speak with a financial consultant.

• The Lucky Loonie: With Guests Peter Jordan, Trent Evans & Don Moore | Charles Schwab

  Some things are simply beyond our control. And while a little luck never hurts, it's best to understand what your behaviors can truly affect.

• Headwinds & Tailwinds in the Housing Market | Charles Schwab

  Ivy Zelman and Liz Ann Sonders discuss the challenges in the housing market—and find a few reasons to be optimistic.

• Credit Cards | Charles Schwab

  Understand how to manage credit card debt and understand credit scores.