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• Collin Duffy | Financial Consultant in UT | Charles Schwab

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

• Aaron J. Payan | Financial Consultant in TX | Charles Schwab

  Aaron J. Payan is a Financial Consultant at Charles Schwab serving Midland, TX. Request an appointment or contact us today to speak with a financial consultant.

• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.

• Greek Graphs Tell the Story of Call Strategies | Charles Schwab

  An understanding of the options greeks allows traders to visualize and estimate the potential performance of a call options trade.

• What Should I Do When Interest Rates Fall? | Charles Schwab

  Schwab experts on how investors can respond once interest rates begin to fall.

• Aging Parents? 5 Money Topics to Discuss | Charles Schwab

  Talking through these five money topics as your parents age could help bring peace of mind and relief to both you and your parents.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• (Bonus) Do Super Bowl Wins Diminish in Value? | Charles Schwab

  In this short bonus episode from Financial Decoder, host Mark Riepe connects the Super Bowl LVIII matchup to the concept of economic utility.

• What Is Probate? Keeping Your Estate out of Court | Charles Schwab

  Probate can be a notoriously expensive and time-consuming process of settling your will after death. Learn four ways to avoid exposing your estate to probate.

• Bollinger Bands: What They Are and How to Use Them | Charles Schwab

  Bollinger Bands help you identify sharp, short-term price movements and potential entry and exit points.