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• Fixed Income Mid-Year Outlook (2025) | Charles Schwab

  Volatility will likely continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt and economic uncertainty.

• Xavier Williams | Financial Consultant in IN | Charles Schwab

  Xavier Williams is a Financial Consultant at Charles Schwab serving Carmel, IN. Request an appointment or contact us today to speak with a financial consultant.

• The Most Important Ages of Retirement | Charles Schwab

  Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.

• 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.

• 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.

• Lisa Villamizar | Financial Consultant in SC | Charles Schwab

  Lisa Villamizar is a Financial Consultant at Charles Schwab serving Mt Pleasant, SC. Request an appointment or contact us today to speak with a financial consultant.

• Brooks Billings | Financial Consultant in VA | Charles Schwab

  Brooks Billings is a Financial Consultant at Charles Schwab serving Glen Allen, VA. Request an appointment or contact us today to speak with a financial consultant.

• John McGillewie | Financial Consultant in VT | Charles Schwab

  John McGillewie is a Financial Consultant at Charles Schwab serving South Burlington, VT. Request an appointment or contact us today to speak with a financial consultant.

• Krisha Sleister | Financial Consultant in WA | Charles Schwab

  Krisha Sleister is a Financial Consultant at Charles Schwab serving Bellevue, WA. Request an appointment or contact us today to speak with a financial consultant.

• Jessica Willman | Financial Consultant in TX | Charles Schwab

  Jessica Willman is a Financial Consultant at Charles Schwab serving Mckinney, TX. Request an appointment or contact us today to speak with a financial consultant.