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• What Is Dollar-Cost Averaging? | Charles Schwab

  Investing set amounts at regular intervals over time—also known as dollar-cost averaging—can help you manage timing risk and stick to your long-term plan.

• Backdoor Roth: Is It Right for You? | Charles Schwab

  If your income is too high for a Roth IRA, there's another way in—but it comes with some caveats. Learn more about the backdoor Roth and the tax implications of using one.

• Windhaven - Global Investment Management | Charles Schwab

  Windhaven's global investment management approach seeks to capture most of the upside of markets and less of the downside with a choice of three broadly diversified global portfolios.

• Tax Deductions & Tips | Charles Schwab

  Learn the two main tax deduction types, how tax deductions work, and how they may or may not apply to you and your taxes.

• Capital Gains Taxes Explained | Charles Schwab

  Taxes can impact the growth of your portfolio, so it's important to understand how capital gains taxes work and learn some strategies that could potentially minimize them.

• Inflation Reduction Act Summary | Charles Schwab

  What's in Inflation Reduction Act? Our summary discusses how it aims to combat climate change and increase tax revenues. Learn what it could mean for you.

• Daniel Schwartz | Financial Consultant in CA | Charles Schwab

  Daniel Schwartz is a Financial Consultant at Charles Schwab serving Menlo Park, CA. Request an appointment or contact us today to speak with a financial consultant.

• William Jones | Financial Consultant in CA | Charles Schwab

  William Jones is a Financial Consultant at Charles Schwab serving Brea, CA. Request an appointment or contact us today to speak with a financial consultant.

• Using Stock Hacker on thinkorswim® | Charles Schwab

  Traders can find long-term investments for their portfolio using Stock Hacker on the thinkorswim® platform. Follow these eight steps for using Stock Hacker.

• Brian Wagenbach | Financial Consultant in MN | Charles Schwab

  Brian Wagenbach is a Financial Consultant at Charles Schwab serving Edina, MN. Request an appointment or contact us today to speak with a financial consultant.