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• Out-of-the-Money and In-the-Money Verticals | Charles Schwab

  Learn about the similarities and differences of an out-of-the-money (OTM) put vertical and an in-the-money (ITM) call vertical spread, plus how to use them.

• When to Consider Munis Outside Your State | Charles Schwab

  Investing in an in-state tax-free municipal bond may offer advantages, but there can be good reasons to consider out-of-state munis.

• The New Magnificent Seven? | Charles Schwab

  We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.

• 4 Retirement Risks to Avoid | Charles Schwab

  The five years before and after retirement are among the most important—and vulnerable—for savings. Consider these tips to help avoid potential risks.

• John Norris | Financial Consultant in FL | Charles Schwab

  John Norris is a Financial Consultant at Charles Schwab serving Coral Gables, FL. Request an appointment or contact us today to speak with a financial consultant.

• Annie Reese | Financial Consultant in CA | Charles Schwab

  Annie Reese is a Financial Consultant at Charles Schwab serving Oakland, CA. Request an appointment or contact us today to speak with a financial consultant.

• Sam Rodgers | Financial Consultant in CA | Charles Schwab

  Sam Rodgers is a Financial Consultant at Charles Schwab serving San Luis Obispo, CA. Request an appointment or contact us today to speak with a financial consultant.

• Jacob Grier | Financial Consultant in NY | Charles Schwab

  Jacob Grier is a Financial Consultant at Charles Schwab serving Lake Grove, NY. Request an appointment or contact us today to speak with a financial consultant.

• Evan DeLano | Financial Consultant in MA | Charles Schwab

  Evan DeLano is a Financial Consultant at Charles Schwab serving Boston, MA. Request an appointment or contact us today to speak with a financial consultant.

• How to 'Summer-ize' Your Portfolio, Budget, & Life | Charles Schwab

  Summer markets can pose unique twists but also opportunities. Here are some investor need-to-knows before you head off for vacation.