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• International Mid-Year Outlook | Charles Schwab

  Investors may revisit international exposure amidst reduced reactions to tariff announcements, uncertain U.S. policy and lagging U.S. stock performance.

• Tax-Bracket Management Tips | Charles Schwab | Charles Schwab

  Strategically realizing or reducing income each year can help maximize after-tax returns—and potentially increase your wealth over time.

• What Makes the U.S. Bond Market Appealing Now? | Charles Schwab

  Worried about portfolio volatility but think you missed the peak opportunity for bonds? Find out what's happening in the bond markets and how you can still capture a good rate.

• Personal Defined Benefit Plan | Charles Schwab

  Use Schwab's personal defined benefit plan to make higher retirement contributions. Learn more about a personal defined benefit plan for your business.

• 8-Step Guide to Saving for Multiple Financial Goals | Charles Schwab

  When you're juggling multiple financial goals, it can be overwhelming to try to figure out where to start and which to prioritize. Learn what to consider.

• Tax-Smart Charitable Giving | Charles Schwab | Charles Schwab

  Achieve greater impact for the causes you care about by pursuing tax-efficient charitable giving strategies.

• Getting Started with Options | Charles Schwab

  In this video, we explore buying long call options, the first of the four building blocks upon which all options trades are constructed.

• Jamie Lotta | Financial Consultant in WA | Charles Schwab

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

• Q2 Bank Earnings Preview: A Dimmer Light? | Charles Schwab

  After mid-level performance in Q1, financials sector earnings may slow in Q2, though favorable signs like the yield curve could help margins. Learn why.

• What is Tax-Gain Harvesting? | Charles Schwab

  Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.