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• Wall Street Jargon: 7 Market Cliches | Charles Schwab

  Many Wall Street trading terms and metaphors may sound charming. But a deeper dive into the language can help investors understand what's really going on.

• Floating-Rate Notes: 4 Key Considerations | Charles Schwab

  Investment-grade floating-rate notes prices tend to be more stable than their fixed-rate counterparts, so they may be worth considering during periods of volatility.

• I Want to Save for Education | Charles Schwab

  Discover how you can use your equity compensation to save for education. Learn about the different types of education savings accounts and strategies to help you pay for education.

• Buying a House? What to Know About Down Payments | Charles Schwab

  Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.

• Balancing Campaign Promises With Economic Realities | Charles Schwab

  The reality of the economy, inflation, debt, and global pressures will present challenges as the next administration looks to implement sweeping promises from the campaign trail.

• Market Turmoil: It's More Than Just Tariffs | Charles Schwab

  Tariffs may be at the forefront of today's market concerns, but they are far from the only drivers of the ongoing market turbulence.

• What Happens to My Equity Award If I Quit? | Charles Schwab | Charles Schwab

  Wondering what will happen to your equity compensation if you leave your company? Learn what happens to vested and unvested equity if you quit or are fired.

• Antonio Rodriguez | Financial Consultant in TX | Charles Schwab

  Antonio Rodriguez is a Financial Consultant at Charles Schwab serving Southlake, TX. Request an appointment or contact us today to speak with a financial consultant.

• Fixed Deferred Annuities: Retirement Investment | Charles Schwab

  Get a competitive fixed rate of return and earn tax-deferred interest with fixed annuities. A low-risk way to grow your retirement savings.

• Calculate the Sharpe Ratio to Gauge Risk | Charles Schwab

  Learn how to calculate the Sharpe ratio to gauge risk, compare investments, and make informed decisions based on risk-adjusted returns in your portfolio.