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• Using Tax Brackets to Manage Your Taxable Income | Charles Schwab

  Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.

• 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.

• Glenn C Smith | Financial Consultant in FL | Charles Schwab

  Glenn C Smith is a Financial Consultant at Charles Schwab serving Palm Beach Gardens, FL. Request an appointment or contact us today to speak with a financial consultant.

• Are HSAs the New IRAs? | Charles Schwab

  Considering investing in a health savings account? Learn how these triple-tax-advantaged accounts could help pay for health care in retirement.

• Midyear Outlook: The Fed & the U.S. Economy | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.

• 2Q25 Earnings: The Beat Goes On? | Charles Schwab

  The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.

• Day Two of Price Data, Bank Results Follows Slump | Charles Schwab

  Higher yields on worries of rate cut delays sank stocks yesterday despite better-than-expected bank earnings and in-line CPI. Today brings fresh bank results and wholesale prices.

• Out-of-the-Money and In-the-Money Verticals | Charles Schwab

  Learn about the similarities and differences of an out-of-the-money (OTM) put vertical and an in-the-money (ITM) call vertical spread, plus how to use them.

• What is Cost Basis and How Does It Work? | Charles Schwab

  What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.

• When to Consider Munis Outside Your State | Charles Schwab

  Investing in an in-state tax-free municipal bond may offer advantages, but there can be good reasons to consider out-of-state munis.