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• Jason Blum | Financial Consultant in AZ | Charles Schwab

  Jason Blum is a Financial Consultant at Charles Schwab serving Scottsdale, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Roy Chavez | Financial Consultant in AZ | Charles Schwab

  Roy Chavez is a Financial Consultant at Charles Schwab serving Scottsdale, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Mark Kizer | Financial Consultant in AZ | Charles Schwab

  Mark Kizer is a Financial Consultant at Charles Schwab serving Scottsdale, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Protect yourself from phishing | Charles Schwab

  Identify and report malicious activity.

• A Clean Slate: With Guests John Beshears, Richard Thaler & Ray Zahab | Charles Schwab

  How you divide your money and time is influenced by a cognitive bias—but it's one that you can put to good use.

• Micro Futures | Charles Schwab Futures and Forex

  With a lower cost of entry and lower margin requirements, micro futures and micro E-mini futures could be an efficient way to diversify your portfolio.

• thinkorswim Download | Charles Schwab

  Analyze, strategize, and trade like never before when you open an account with Charles Schwab and download the powerful thinkorswim platforms.

• Net Investment Income Tax | Schwab

  As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.

• IPO & DPO Stocks: Types of New Issue Stocks | Charles Schwab

  What is an IPO? What is a direct public offering? Get answers about IPO stocks and direct listings with Schwab’s trading expertise.

• Less Is More: With Guests Ryan McFarland & Gabrielle Adams | Charles Schwab

  When attempting to solve a problem, why do people tend to add something rather than subtract?