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• Jonathan Valdez | Financial Consultant in NY | Charles Schwab

  Jonathan Valdez 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.

• Ernest J. Martinez | Financial Consultant in TX | Charles Schwab

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

• Liquid Alternatives: Getting the Mix Right | Charles Schwab

  Liquid alternatives offer access to unconventional strategies and risks. Learn what to ask before ordering up a liquid alternative exchange-traded fund (ETF).

• Recent Questions From Investors | Charles Schwab

  Liz Ann Sonders and Kathy Jones answer recent questions from investors, covering topics such as tariffs, bond yields, the Federal Reserve, and more.

• When Should You Take Social Security? | Charles Schwab

  Mark Riepe is joined by Rob Williams and Susan Hirshman to examine one of the most critical retirement decisions: When should you take Social Security?

• Bear Market: Now What? | Charles Schwab

  Bear markets can pose a challenge to your financial goals. Here are seven tips for dealing with down markets.

• Company Earnings | Charles Schwab

  Understand what impact company earnings may have on the market and your investments.

• Charles Schwab Bank & Lending Products | Charles Schwab

  Explore banking products and offerings from Schwab Bank, including our checking account with no ATM fees worldwide.

• Charles Schwab Bank Pricing Guide | Charles Schwab

• Trade Forex | Charles Schwab Futures and Forex

  Learn how to get your forex account set up, trade forex on the industry-leading thinkorswim trading platforms, and access premium forex education.