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• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.

• Devin Cooley | Financial Consultant in NV | Charles Schwab

  Devin Cooley is a Financial Consultant at Charles Schwab serving Henderson, NV. Request an appointment or contact us today to speak with a financial consultant.

• Rebalancing in Action | Charles Schwab

  Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.

• What Is Probate? Keeping Your Estate out of Court | Charles Schwab

  Probate can be a notoriously expensive and time-consuming process of settling your will after death. Learn four ways to avoid exposing your estate to probate.

• Schwab Personal Trust Services Checklist | Charles Schwab

  If you are ready to move forward in naming Charles Schwab Trust Company as your trustee, please review the following requirements and then continue with the checklist that best suits your current situation.

• How Index Funds Could Beat Hedge Funds over Time | Charles Schwab

  Warren Buffett bet $1,000,000 that an index fund would perform better than hedge funds. See how an S&P 500® index fund stacked up against a hedge fund manager's selections.

• Aaron J. Payan | Financial Consultant in TX | Charles Schwab

  Aaron J. Payan is a Financial Consultant at Charles Schwab serving Midland, TX. Request an appointment or contact us today to speak with a financial consultant.

• Jordan Torno | Financial Consultant in TX | Charles Schwab

  Jordan Torno is a Financial Consultant at Charles Schwab serving Plano, TX. Request an appointment or contact us today to speak with a financial consultant.

• Zack Mullnix | Financial Consultant in OR | Charles Schwab

  Zack Mullnix is a Financial Consultant at Charles Schwab serving Portland, OR. Request an appointment or contact us today to speak with a financial consultant.

• Emily Newman | Financial Consultant in NY | Charles Schwab

  Emily Newman is a Financial Consultant at Charles Schwab serving New York City, NY. Request an appointment or contact us today to speak with a financial consultant.