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• Ryan Pakzad | Financial Consultant in FL | Charles Schwab

  Ryan Pakzad is a Financial Consultant at Charles Schwab serving Boca Raton, FL. Request an appointment or contact us today to speak with a financial consultant.

• Sam Thomas | Financial Consultant in UT | Charles Schwab

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

• The Pros and Cons of Direct Indexing | Charles Schwab

  Direct indexing allows investors to customize for their individual needs and potentially higher after-tax returns. Discover more about this investment strategy.

• What Can You Do If Your Retirement Plan Gets Off Track? | Charles Schwab

  Some people start to take unnecessary risks when their portfolio gets off track. What are other options?

• Our Philosophy and What Matters in the Markets | Charles Schwab

  Kathy Jones and Liz Ann Sonders explain their investing philosophies and how they analyze market data.

• ISO Taxes: A Guide | Charles Schwab

  ISO taxes don't have to be overly complicated — learn how incentive stock options are taxed and what documents you need to file in the U.S.

• Countdown for Gift and Estate Tax Exemptions | Charles Schwab

  Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.

• How Well Do You Know Market Cap? | Charles Schwab

  Market cap is a key guidepost for anyone building a portfolio. Here's what to know.

• When Can Direct Indexing Make Sense for Your Portfolio? | Charles Schwab

  How does direct indexing work?

• Global Issues Abound: Should Investors Be Worried? | Charles Schwab

  There's no shortage of geopolitical concerns, but do they mean trouble for the U.S. and international markets? Where should investors look for opportunities?