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• Michael Davis | Financial Consultant in CA | Charles Schwab

  Michael Davis is a Financial Consultant at Charles Schwab serving San Francisco, CA. Request an appointment or contact us today to speak with a financial consultant.

• Estate Planning Basics for Low Interest Rates | Charles Schwab

  Curious about estate planning basics? Learn about three estate planning strategies that you can consider using in low interest rate environments.

• With Stubborn Inflation, What Should the Fed's Target Be? (With David Beckworth) | Charles Schwab

  Kathy Jones interviews economist David Beckworth about the potential role of nominal GDP as an alternate target for the Fed.

• Family Harmony and Your Legacy | Charles Schwab

  The most effective estate planning includes open communication with family to ensure there are no emotional roadblocks to creating a legacy that lasts for generations.

• Multigenerational Living and Your Money | Charles Schwab

  Open communication can help you go into multigenerational living with your eyes wide open. Read this for 5 money questions to ask before your parents move in.

• A rewarding retirement plan for your small business? | Charles Schwab

  Aside from the thrill of answering only to yourself, running your own small business can offer some very real perks. Perhaps the most significant is that you can set up a small business retirement plan.

• Limitations and Conflicts | Charles Schwab

  Your brokerage relationship - material limitations and conflicts of interest.

• 6 Different Trusts for Particular Needs | Charles Schwab

  There are nearly as many types of trusts as there are individual circumstances.

• What is restricted stock? RSUs and RSAs | Charles Schwab

  Learn about restricted stock units (RSUs) and awards (RSAs), including what they are, how they're taxed, and how to sell your shares.

• Stay the Course When Markets Turn Turbulent | Charles Schwab

  Having a long-term strategic asset allocation plan and sticking to that plan through periods of market volatility are among the keys to long-term investment success.