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• Cote Mangel | Financial Consultant in UT | Charles Schwab

  Cote Mangel is a Financial Consultant at Charles Schwab serving Cottonwood Heights, UT. Request an appointment or contact us today to speak with a financial consultant.

• Should You Start Giving Money to Your Heirs Now or Leave a Bequest? | Charles Schwab

  Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.

• Rate Cuts Begin, but It's the Message That Matters | Charles Schwab

  As the Fed begins cutting rates, it's important for investors to understand what data the Fed is watching and how that might be a guide to the pace and timing of future actions.

• When Markets Dip, Don't Drop Out | Charles Schwab

  An extreme downturn in the market can shake your confidence. While staying the course may be hard, it can be healthier for your portfolio—learn why.

• Investing Principles | Charles Schwab

  The fundamentals you need for investing success. Schwab can help you create or update your financial plan using these investing basics.

• Taxable Income | Schwab

  Most types of income are taxable, including money you make from a job or self-employment, investment income, unemployment pay, lottery winnings, and many other income sources. Nontaxable income sources include gifts, child support, and life insurance proceeds.

• How to Prepare Your Finances for Natural Disasters | Charles Schwab

  Natural disasters can happen. Here's how to prepare and protect your finances if and when they happen to you.

• Fixed Income Investments | Charles Schwab

  Fixed income investments, such as individual bonds or bond mutual funds, offer a way to diversify a portfolio. Explore fixed income funds as an investment strategy.

• Estate Planning at Any Age: Start Early | Charles Schwab

  Organizing your estate is a good exercise at any age—but the sooner the better. Learn the value of planning your estate early in your financial journey.

• 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.