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• Markets React to a New Administration | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss the policy proposals and legislation most likely to affect the markets in the coming weeks.

• What's an Index? The Dow®, S&P 500® & Nasdaq Explained | Charles Schwab

  You've probably heard about the Dow®, S&P 500®, and Nasdaq—but what does an index actually tell you? Learn why indexes matter to investors.

• How to Use the Trade Flash Scanner | Charles Schwab

  Trade Flash, on thinkorswim®, allows traders to scan for trade-related events as they happen and can help traders find potential trade opportunities.

• Kathleen Zarella | Financial Consultant in PA | Charles Schwab

  Kathleen Zarella is a Financial Consultant at Charles Schwab serving Wayne, PA. Request an appointment or contact us today to speak with a financial consultant.

• Adrian Vancamper | Financial Consultant in CA | Charles Schwab

  Adrian Vancamper is a Financial Consultant at Charles Schwab serving Berkeley, CA. Request an appointment or contact us today to speak with a financial consultant.

• Revocable Living Trust vs. Will | Charles Schwab

  Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.

• What Should Be on Your Wealth Management Watch List This Year? | Charles Schwab

  It's easy to overlook some of the financial-planning and wealth management decisions made years ago. What can be done to ensure every aspect of your portfolio is properly maintained?

• Paying for College | Charles Schwab

  If you’re paying for college, tap into all potential funding sources: college savings accounts, scholarships, and financial aid; and see how aid requests are evaluated.

• Asset Classes: Stocks, Bonds, and Commodities | Charles Schwab

  Learn about different asset classes (stocks, bonds, commodities, and more) and the unique role each plays in a diversified portfolio.

• Special Needs Trusts: What to Know | Charles Schwab

  Special needs trusts can help protect vulnerable family members without affecting government benefits. Learn how estate owners can pass along financial support.