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Samir Mohamed | Financial Consultant in CO | Charles Schwab
Samir Mohamed is a Financial Consultant at Charles Schwab serving Denver, CO. Request an appointment or contact us today to speak with a financial consultant.
Why Is the U.S. Dollar Declining? | Charles Schwab
Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.
Technical Analysis | Charles Schwab
Interpret market data to identify patterns and trends to make more educated predictions.
Schwab's Financial and Other Relationships with Mutual Funds | Charles Schwab
This information may help you identify and evaluate any potential conflicts of interest that Schwab may have when you purchase a mutual fund or ETF through your Schwab account.
Cindy Scott, CFP®, ChFC®, CRPC®, provides guidance on a broad range of investment and financial planning topics. She works closely with clients to build personalized wealth management strategies that address topics including retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
Find ways to manage your cash flow and debt.
Financial Planning | Charles Schwab
Understand where you are today and create a roadmap to get you where you want to be.
Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab
When an asset is sold for a profit, Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe.
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).